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 | $90,032 | $76,407+17.8% | $150,298-40.1% | $82,448+9.2% |
| Participation rate | 92.6% | 66.4%+26.2pp | 77.8%+14.8pp | 68.1%+24.5pp |
| Annual return | 17.97% | 39.99%-22.0pp | 62.79%-44.8pp | 41.64%-23.7pp |
| Employer contribution / active EE | $6,111 | $2,614+133.8% | $4,154+47.1% | $2,551+139.6% |
| Participant deferral / active EE | $3,810 | $3,214+18.5% | $5,453-30.1% | $4,139-8.0% |
| Admin fee / account holder | $60 | $6,352-99.1% | $14,116-99.6% | $7,234-99.2% |