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 | $99,968 | $77,634+28.8% | $156,549-36.1% | $62,891+59.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.08% | 50.32%-43.2pp | 32.23%-25.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $4,892 | $3,444+42.1% | $5,501-11.1% | $2,281+114.5% |
| Participant deferral / active EE | $5,419 | $3,045+78.0% | $4,871+11.3% | $3,203+69.2% |
| Admin fee / account holder | $109 | $5,561-98.0% | $13,027-99.2% | $4,296-97.5% |