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 | $104,994 | $72,277+45.3% | $101,248+3.7% | $79,858+31.5% |
| Participation rate | 81.5% | 68.5%+13.0pp | 75.8%+5.7pp | 69.6%+11.8pp |
| Annual return | 16.00% | 22.30%-6.3pp | 46.47%-30.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $4,668 | $2,692+73.4% | $3,660+27.6% | $2,471+88.9% |
| Participant deferral / active EE | $8,346 | $3,282+154.3% | $4,370+91.0% | $3,740+123.1% |
| Admin fee / account holder | $237 | $4,400-94.6% | $5,945-96.0% | $5,306-95.5% |