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 | $155,488 | $85,022+82.9% | $70,515+120.5% | $139,434+11.5% |
| Participation rate | 78.9% | 73.9%+5.0pp | 68.3%+10.6pp | 80.3%-1.4pp |
| Annual return | 14.58% | 30.38%-15.8pp | 32.77%-18.2pp | 372.94%-358.4pp |
| Employer contribution / active EE | $3,084 | $3,909-21.1% | $2,973+3.7% | $4,751-35.1% |
| Participant deferral / active EE | $5,583 | $5,890-5.2% | $4,567+22.2% | $6,710-16.8% |
| Admin fee / account holder | $5 | $8,906-99.9% | $6,412-99.9% | $11,403-100.0% |