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 | $136,844 | $88,707+54.3% | $74,183+84.5% | $273,961-50.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 19.87% | 11.94%+7.9pp | 17.74%+2.1pp | 41.45%-21.6pp |
| Employer contribution / active EE | $5,298 | $3,159+67.7% | $2,370+123.6% | $4,869+8.8% |
| Participant deferral / active EE | $11,931 | $4,212+183.3% | $3,550+236.1% | $5,287+125.7% |
| Admin fee / account holder | $50 | $8,717-99.4% | $5,586-99.1% | $10,132-99.5% |