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 | $159,259 | $118,450+34.5% | $98,439+61.8% | $139,434+14.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 22.57% | 18.94%+3.6pp | 21.16%+1.4pp | 372.94%-350.4pp |
| Employer contribution / active EE | $3,477 | $3,609-3.7% | $3,048+14.1% | $4,751-26.8% |
| Participant deferral / active EE | $9,882 | $5,392+83.3% | $4,738+108.6% | $6,710+47.3% |
| Admin fee / account holder | $25 | $14,026-99.8% | $8,948-99.7% | $11,403-99.8% |