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 | $103,325 | $49,227+109.9% | $70,449+46.7% | $79,858+29.4% |
| Participation rate | 76.9% | 69.2%+7.8pp | 75.1%+1.9pp | 69.6%+7.3pp |
| Annual return | 18.77% | 30.06%-11.3pp | 109.03%-90.3pp | 31.71%-12.9pp |
| Employer contribution / active EE | $3,416 | $2,099+62.7% | $2,737+24.8% | $2,471+38.2% |
| Participant deferral / active EE | $4,347 | $2,768+57.1% | $3,709+17.2% | $3,740+16.2% |
| Admin fee / account holder | $23 | $2,878-99.2% | $3,845-99.4% | $5,306-99.6% |