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 | $148,122 | $72,404+104.6% | $110,238+34.4% | $64,186+130.8% |
| Participation rate | 85.2% | 73.3%+11.8pp | 79.8%+5.4pp | 69.6%+15.6pp |
| Annual return | 7.19% | -6.29%+13.5pp | 314.74%-307.5pp | 7.63%-0.4pp |
| Employer contribution / active EE | $3,136 | $2,282+37.5% | $3,826-18.0% | $2,381+31.7% |
| Participant deferral / active EE | $8,300 | $3,469+139.2% | $4,672+77.7% | $3,470+139.2% |
| Admin fee / account holder | $90 | $5,664-98.4% | $8,547-98.9% | $4,888-98.2% |