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 | $177,786 | $153,772+15.6% | $133,980+32.7% | $273,961-35.1% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 7.15% | 36.51%-29.4pp | 29.30%-22.2pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,348 | $6,029-61.0% | $5,211-54.9% | $4,869-51.8% |
| Participant deferral / active EE | $9,600 | $6,958+38.0% | $6,282+52.8% | $5,287+81.6% |
| Admin fee / account holder | $250 | $11,765-97.9% | $9,324-97.3% | $10,132-97.5% |