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 | $160,695 | $89,355+79.8% | $141,162+13.8% | $72,985+120.2% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.5%+10.1pp | 69.5%+23.1pp |
| Annual return | 23.05% | 111.85%-88.8pp | 71.39%-48.3pp | 81.00%-58.0pp |
| Employer contribution / active EE | $6,022 | $3,114+93.4% | $4,735+27.2% | $2,440+146.8% |
| Participant deferral / active EE | $5,521 | $5,418+1.9% | $6,709-17.7% | $3,607+53.1% |
| Admin fee / account holder | $153 | $5,958-97.4% | $10,261-98.5% | $5,124-97.0% |