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 | $141,523 | $98,750+43.3% | $149,696-5.5% | $79,858+77.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.60% | 27.43%-9.8pp | 276.60%-259.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $6,981 | $3,216+117.0% | $4,644+50.3% | $2,471+182.5% |
| Participant deferral / active EE | $5,759 | $5,680+1.4% | $6,842-15.8% | $3,740+54.0% |
| Admin fee / account holder | $182 | $6,053-97.0% | $9,309-98.0% | $5,306-96.6% |