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 | $147,427 | $72,492+103.4% | $87,100+69.3% | $72,985+102.0% |
| Participation rate | 80.6% | 72.8%+7.8pp | 76.9%+3.8pp | 69.5%+11.2pp |
| Annual return | 24.65% | 24.46%+0.2pp | 28.19%-3.5pp | 81.00%-56.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,388 | $3,270+64.8% | $4,049+33.1% | $3,607+49.4% |
| Admin fee / account holder | $152 | $5,055-97.0% | $7,497-98.0% | $5,124-97.0% |