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 | $139,454 | $106,515+30.9% | $96,683+44.2% | $139,4340% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 15.83% | 38.43%-22.6pp | 35.69%-19.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $3,167 | $4,103-22.8% | $3,737-15.3% | $4,751-33.3% |
| Participant deferral / active EE | $14,830 | $5,454+171.9% | $4,878+204.0% | $6,710+121.0% |
| Admin fee / account holder | $138 | $7,877-98.2% | $6,730-97.9% | $11,403-98.8% |