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 | $222,495 | $96,557+130.4% | $80,975+174.8% | $273,961-18.8% |
| Participation rate | 83.3% | 79.1%+4.2pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 10.94% | 15.14%-4.2pp | 17.10%-6.2pp | 41.45%-30.5pp |
| Employer contribution / active EE | $9,488 | $4,868+94.9% | $3,714+155.4% | $4,869+94.9% |
| Participant deferral / active EE | $8,937 | $6,598+35.5% | $5,696+56.9% | $5,287+69.0% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |