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 | $62,991 | $90,503-30.4% | $78,689-19.9% | $273,961-77.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.85% | 75.60%-66.7pp | 62.18%-53.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $13,775 | $3,176+333.7% | $2,851+383.2% | $4,869+182.9% |
| Participant deferral / active EE | $10,542 | $3,901+170.2% | $3,517+199.7% | $5,287+99.4% |
| Admin fee / account holder | $16 | $5,263-99.7% | $4,510-99.6% | $10,132-99.8% |