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 | $140,279 | $69,977+100.5% | $108,579+29.2% | $62,891+123.1% |
| Participation rate | 78.7% | 72.9%+5.8pp | 79.6%-0.8pp | 69.3%+9.4pp |
| Annual return | 10.25% | 10.73%-0.5pp | -51.70%+61.9pp | 20.14%-9.9pp |
| Employer contribution / active EE | $5,814 | $2,135+172.3% | $3,758+54.7% | $2,281+154.9% |
| Participant deferral / active EE | $8,397 | $3,165+165.3% | $4,311+94.8% | $3,203+162.2% |
| Admin fee / account holder | $258 | $5,076-94.9% | $7,645-96.6% | $4,296-94.0% |