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 8-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 | $119,970 | $60,022+99.9% | $88,946+34.9% | $84,808+41.5% |
| Participation rate | 96.9% | 57.8%+39.0pp | 68.8%+28.0pp | 68.3%+28.6pp |
| Annual return | 23.35% | 22.43%+0.9pp | 57.82%-34.5pp | 40.90%-17.5pp |
| Employer contribution / active EE | $4,509 | $1,703+164.8% | $2,555+76.5% | $2,631+71.4% |
| Participant deferral / active EE | $10,404 | $3,114+234.1% | $4,581+127.1% | $4,212+147.0% |
| Admin fee / account holder | $91 | $4,811-98.1% | $8,261-98.9% | $7,344-98.8% |