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 | $205,165 | $88,707+131.3% | $74,183+176.6% | $273,961-25.1% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 10.07% | 11.94%-1.9pp | 17.74%-7.7pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,849 | $3,159-41.5% | $2,370-22.0% | $4,869-62.0% |
| Participant deferral / active EE | $5,602 | $4,212+33.0% | $3,550+57.8% | $5,287+6.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |