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 | $205,958 | $135,952+51.5% | $123,892+66.2% | $273,961-24.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.94% | 56.63%-49.7pp | 47.52%-40.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $4,088 | $5,170-20.9% | $4,617-11.4% | $4,869-16.0% |
| Participant deferral / active EE | $10,631 | $6,343+67.6% | $5,984+77.6% | $5,287+101.1% |
| Admin fee / account holder | $268 | $9,817-97.3% | $8,357-96.8% | $10,132-97.4% |