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 | $245,935 | $181,894+35.2% | $156,549+57.1% | $273,961-10.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 10.02% | 30.74%-20.7pp | 32.23%-22.2pp | 41.45%-31.4pp |
| Employer contribution / active EE | $10,371 | $6,248+66.0% | $5,501+88.5% | $4,869+113.0% |
| Participant deferral / active EE | $6,248 | $5,550+12.6% | $4,871+28.3% | $5,287+18.2% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |