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 | $126,467 | $89,753+40.9% | $107,525+17.6% | $84,808+49.1% |
| Participation rate | 93.8% | 68.1%+25.7pp | 75.1%+18.7pp | 68.3%+25.4pp |
| Annual return | 16.19% | 29.48%-13.3pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $11,505 | $3,113+269.5% | $3,754+206.5% | $2,631+337.3% |
| Participant deferral / active EE | $8,579 | $4,056+111.5% | $5,116+67.7% | $4,212+103.7% |
| Admin fee / account holder | $261 | $7,222-96.4% | $8,919-97.1% | $7,344-96.4% |