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 | $123,963 | $80,717+53.6% | $154,803-19.9% | $84,808+46.2% |
| Participation rate | 90.9% | 66.8%+24.1pp | 78.1%+12.8pp | 68.3%+22.6pp |
| Annual return | 15.52% | 37.96%-22.4pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $5,561 | $2,761+101.4% | $4,305+29.2% | $2,631+111.4% |
| Participant deferral / active EE | $5,299 | $3,303+60.4% | $5,540-4.4% | $4,212+25.8% |
| Admin fee / account holder | $23 | $6,746-99.7% | $14,329-99.8% | $7,344-99.7% |