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 | $127,492 | $69,518+83.4% | $59,878+112.9% | $135,375-5.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 4.94% | 7.94%-3.0pp | 3.46%+1.5pp | 519.73%-514.8pp |
| Employer contribution / active EE | $2,548 | $3,235-21.2% | $2,722-6.4% | $4,779-46.7% |
| Participant deferral / active EE | $4,906 | $4,206+16.6% | $3,402+44.2% | $5,609-12.5% |
| Admin fee / account holder | $215 | $5,734-96.2% | $3,590-94.0% | $10,827-98.0% |