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 | $181,102 | $98,750+83.4% | $149,696+21.0% | $79,858+126.8% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 18.95% | 27.43%-8.5pp | 276.60%-257.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $4,059 | $3,216+26.2% | $4,644-12.6% | $2,471+64.3% |
| Participant deferral / active EE | $10,706 | $5,680+88.5% | $6,842+56.5% | $3,740+186.3% |
| Admin fee / account holder | $14 | $6,053-99.8% | $9,309-99.8% | $5,306-99.7% |