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 | $121,317 | $89,355+35.8% | $141,162-14.1% | $72,985+66.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.51% | 111.85%-90.3pp | 71.39%-49.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $3,460 | $3,114+11.1% | $4,735-26.9% | $2,440+41.8% |
| Participant deferral / active EE | $7,830 | $5,418+44.5% | $6,709+16.7% | $3,607+117.0% |
| Admin fee / account holder | $171 | $5,958-97.1% | $10,261-98.3% | $5,124-96.7% |