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 | $219,419 | $69,518+215.6% | $59,878+266.4% | $135,375+62.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 7.55% | 7.94%-0.4pp | 3.46%+4.1pp | 519.73%-512.2pp |
| Employer contribution / active EE | $6,763 | $3,235+109.1% | $2,722+148.5% | $4,779+41.5% |
| Participant deferral / active EE | $4,532 | $4,206+7.8% | $3,402+33.2% | $5,609-19.2% |
| Admin fee / account holder | $298 | $5,734-94.8% | $3,590-91.7% | $10,827-97.3% |