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 | $130,224 | $96,956+34.3% | $70,014+86.0% | $273,961-52.5% |
| Participation rate | 83.3% | 77.1%+6.3pp | 71.8%+11.5pp | 83.0%+0.3pp |
| Annual return | 5.30% | 12.93%-7.6pp | 12.99%-7.7pp | 41.45%-36.2pp |
| Employer contribution / active EE | $3,332 | $3,316+0.5% | $2,338+42.5% | $4,869-31.6% |
| Participant deferral / active EE | $14,735 | $3,744+293.6% | $2,931+402.8% | $5,287+178.7% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |