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 | $244,387 | $132,239+84.8% | $105,722+131.2% | $273,961-10.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 8.61% | 10.07%-1.5pp | 12.25%-3.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $3,455 | $4,867-29.0% | $4,079-15.3% | $4,869-29.0% |
| Participant deferral / active EE | $7,656 | $6,233+22.8% | $5,326+43.8% | $5,287+44.8% |
| Admin fee / account holder | $4 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |