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 | $164,431 | $96,557+70.3% | $80,975+103.1% | $273,961-40.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.60% | 15.14%-8.5pp | 17.10%-10.5pp | 41.45%-34.9pp |
| Employer contribution / active EE | $15,307 | $4,868+214.4% | $3,714+312.1% | $4,869+214.4% |
| Participant deferral / active EE | $2,543 | $6,598-61.5% | $5,696-55.4% | $5,287-51.9% |
| Admin fee / account holder | $141 | $7,492-98.1% | $5,516-97.4% | $10,132-98.6% |