See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,892 | $136,307-71.5% | $106,619-63.5% | $273,961-85.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.38% | 11.05%-3.7pp | 9.42%-2.0pp | 41.45%-34.1pp |
| Employer contribution / active EE | $12,740 | $5,190+145.5% | $3,947+222.8% | $4,869+161.7% |
| Participant deferral / active EE | $7,325 | $4,969+47.4% | $3,930+86.4% | $5,287+38.5% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |