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 | $84,034 | $214,378-60.8% | $200,582-58.1% | $142,382-41.0% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 19.94% | 46.41%-26.5pp | 42.33%-22.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $7,848 | $6,841+14.7% | $6,419+22.3% | $4,299+82.6% |
| Participant deferral / active EE | $4,441 | $9,865-55.0% | $9,331-52.4% | $6,507-31.8% |
| Admin fee / account holder | $203 | $17,692-98.9% | $16,305-98.8% | $12,624-98.4% |