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 | $125,694 | $99,341+26.5% | $84,750+48.3% | $273,961-54.1% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 11.70% | 22.93%-11.2pp | 22.78%-11.1pp | 41.45%-29.8pp |
| Employer contribution / active EE | $7,449 | $4,214+76.8% | $3,574+108.4% | $4,869+53.0% |
| Participant deferral / active EE | $5,013 | $4,269+17.4% | $3,712+35.1% | $5,287-5.2% |
| Admin fee / account holder | $28 | $6,644-99.6% | $5,332-99.5% | $10,132-99.7% |