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 | $149,399 | $91,552+63.2% | $133,956+11.5% | $79,858+87.1% |
| Participation rate | 80.8% | 73.3%+7.4pp | 79.8%+0.9pp | 69.6%+11.1pp |
| Annual return | 16.52% | 61.85%-45.3pp | 45.09%-28.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $4,078 | $2,384+71.1% | $3,919+4.1% | $2,471+65.0% |
| Participant deferral / active EE | $10,664 | $3,733+185.6% | $5,048+111.3% | $3,740+185.1% |
| Admin fee / account holder | $59 | $6,321-99.1% | $8,927-99.3% | $5,306-98.9% |