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 | $102,161 | $181,894-43.8% | $156,549-34.7% | $273,961-62.7% |
| Participation rate | 92.3% | 88.4%+3.9pp | 84.0%+8.3pp | 83.0%+9.3pp |
| Annual return | 9.52% | 30.74%-21.2pp | 32.23%-22.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $7,816 | $6,248+25.1% | $5,501+42.1% | $4,869+60.5% |
| Participant deferral / active EE | $6,857 | $5,550+23.5% | $4,871+40.8% | $5,287+29.7% |
| Admin fee / account holder | $20 | $15,559-99.9% | $13,027-99.8% | $10,132-99.8% |