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 | $133,367 | $109,413+21.9% | $156,263-14.7% | $84,808+57.3% |
| Participation rate | 84.0% | 72.7%+11.3pp | 78.9%+5.1pp | 68.3%+15.7pp |
| Annual return | 13.43% | 20.18%-6.8pp | 59.47%-46.0pp | 40.90%-27.5pp |
| Employer contribution / active EE | $4,110 | $2,907+41.4% | $4,333-5.1% | $2,631+56.2% |
| Participant deferral / active EE | $11,539 | $4,590+151.4% | $6,158+87.4% | $4,212+174.0% |
| Admin fee / account holder | $283 | $9,357-97.0% | $14,255-98.0% | $7,344-96.1% |