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 7-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 | $89,358 | $92,222-3.1% | $76,768+16.4% | $135,375-34.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 9.83% | 5.46%+4.4pp | 2.43%+7.4pp | 519.73%-509.9pp |
| Employer contribution / active EE | $4,157 | $3,216+29.3% | $2,485+67.3% | $4,779-13.0% |
| Participant deferral / active EE | $5,547 | $4,509+23.0% | $3,852+44.0% | $5,609-1.1% |
| Admin fee / account holder | $29 | $10,748-99.7% | $6,675-99.6% | $10,827-99.7% |