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 | $153,028 | $72,277+111.7% | $101,248+51.1% | $79,858+91.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 19.55% | 22.30%-2.7pp | 46.47%-26.9pp | 31.71%-12.2pp |
| Employer contribution / active EE | $3,636 | $2,692+35.1% | $3,660-0.6% | $2,471+47.2% |
| Participant deferral / active EE | $4,313 | $3,282+31.4% | $4,370-1.3% | $3,740+15.3% |
| Admin fee / account holder | $32 | $4,400-99.3% | $5,945-99.5% | $5,306-99.4% |