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 | $110,435 | $58,828+87.7% | $77,999+41.6% | $62,891+75.6% |
| Participation rate | 85.2% | 71.1%+14.1pp | 75.5%+9.7pp | 69.3%+15.9pp |
| Annual return | 7.43% | 17.16%-9.7pp | 425.96%-418.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $8,243 | $1,672+393.1% | $2,470+233.7% | $2,281+261.4% |
| Participant deferral / active EE | $5,439 | $2,686+102.5% | $3,497+55.5% | $3,203+69.8% |
| Admin fee / account holder | $14 | $4,393-99.7% | $5,480-99.7% | $4,296-99.7% |