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 | $96,865 | $192,717-49.7% | $142,449-32.0% | $139,434-30.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 17.98% | 17.99%0pp | 19.99%-2.0pp | 372.94%-355.0pp |
| Employer contribution / active EE | $12,235 | $5,806+110.7% | $4,847+152.4% | $4,751+157.5% |
| Participant deferral / active EE | $6,758 | $7,208-6.3% | $6,283+7.5% | $6,710+0.7% |
| Admin fee / account holder | $66 | $15,124-99.6% | $10,011-99.3% | $11,403-99.4% |