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 | $123,835 | $105,630+17.2% | $87,507+41.5% | $273,961-54.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 10.38% | 12.25%-1.9pp | 12.21%-1.8pp | 41.45%-31.1pp |
| Employer contribution / active EE | $8,214 | $3,141+161.5% | $2,550+222.2% | $4,869+68.7% |
| Participant deferral / active EE | $3,273 | $3,601-9.1% | $3,149+3.9% | $5,287-38.1% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |