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 | $183,998 | $93,071+97.7% | $74,583+146.7% | $273,961-32.8% |
| Participation rate | 70.0% | 74.9%-4.9pp | 68.1%+1.9pp | 83.0%-13.0pp |
| Annual return | 8.52% | 26.18%-17.7pp | 20.47%-11.9pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,479 | $3,160-21.5% | $2,525-1.8% | $4,869-49.1% |
| Participant deferral / active EE | $5,562 | $4,160+33.7% | $3,458+60.8% | $5,287+5.2% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |