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 | $187,941 | $99,341+89.2% | $84,750+121.8% | $273,961-31.4% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 7.89% | 22.93%-15.0pp | 22.78%-14.9pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,604 | $4,214-61.9% | $3,574-55.1% | $4,869-67.1% |
| Participant deferral / active EE | $7,547 | $4,269+76.8% | $3,712+103.3% | $5,287+42.7% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |