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 | $142,265 | $124,281+14.5% | $109,143+30.3% | $167,490-15.1% |
| Participation rate | 95.7% | 79.4%+16.2pp | 75.9%+19.8pp | 82.1%+13.5pp |
| Annual return | 39.83% | 26.04%+13.8pp | 25.75%+14.1pp | 478.56%-438.7pp |
| Employer contribution / active EE | $10,078 | $4,207+139.5% | $3,722+170.8% | $4,837+108.3% |
| Participant deferral / active EE | $6,131 | $5,255+16.7% | $4,653+31.8% | $6,341-3.3% |
| Admin fee / account holder | $135 | $7,970-98.3% | $6,752-98.0% | $12,309-98.9% |