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 | $54,214 | $115,770-53.2% | $101,248-46.5% | $158,922-65.9% |
| Participation rate | 94.1% | 79.4%+14.8pp | 75.8%+18.3pp | 82.0%+12.2pp |
| Annual return | 29.54% | 56.14%-26.6pp | 46.47%-16.9pp | 302.83%-273.3pp |
| Employer contribution / active EE | $13,735 | $4,175+229.0% | $3,660+275.3% | $4,761+188.5% |
| Participant deferral / active EE | $6,825 | $4,957+37.7% | $4,370+56.2% | $5,982+14.1% |
| Admin fee / account holder | $273 | $7,245-96.2% | $5,945-95.4% | $11,246-97.6% |