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 | $203,900 | $96,557+111.2% | $80,975+151.8% | $273,961-25.6% |
| Participation rate | 83.3% | 79.1%+4.2pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 11.95% | 15.14%-3.2pp | 17.10%-5.2pp | 41.45%-29.5pp |
| Employer contribution / active EE | $3,270 | $4,868-32.8% | $3,714-12.0% | $4,869-32.8% |
| Participant deferral / active EE | $9,251 | $6,598+40.2% | $5,696+62.4% | $5,287+75.0% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |