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 | $221,291 | $80,717+174.2% | $154,803+43.0% | $84,808+160.9% |
| Participation rate | 76.9% | 66.8%+10.1pp | 78.1%-1.1pp | 68.3%+8.6pp |
| Annual return | 19.25% | 37.96%-18.7pp | 58.88%-39.6pp | 40.90%-21.7pp |
| Employer contribution / active EE | $3,937 | $2,761+42.6% | $4,305-8.6% | $2,631+49.6% |
| Participant deferral / active EE | $9,459 | $3,303+186.4% | $5,540+70.7% | $4,212+124.6% |
| Admin fee / account holder | $244 | $6,746-96.4% | $14,329-98.3% | $7,344-96.7% |