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 | $178,953 | $90,503+97.7% | $78,689+127.4% | $273,961-34.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.86% | 75.60%-68.7pp | 62.18%-55.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $7,929 | $3,176+149.7% | $2,851+178.1% | $4,869+62.8% |
| Participant deferral / active EE | $9,493 | $3,901+143.3% | $3,517+169.9% | $5,287+79.6% |
| Admin fee / account holder | $11 | $5,263-99.8% | $4,510-99.7% | $10,132-99.9% |