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 | $186,062 | $138,347+34.5% | $184,203+1.0% | $80,856+130.1% |
| Participation rate | 92.0% | 83.9%+8.1pp | 86.8%+5.2pp | 67.6%+24.4pp |
| Annual return | 18.87% | 20.02%-1.1pp | 28.81%-9.9pp | 35.59%-16.7pp |
| Employer contribution / active EE | $14,675 | $4,850+202.6% | $6,427+128.3% | $2,755+432.7% |
| Participant deferral / active EE | $18,292 | $7,071+158.7% | $9,131+100.3% | $4,296+325.8% |
| Admin fee / account holder | $81 | $10,483-99.2% | $13,901-99.4% | $6,918-98.8% |