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 | $211,089 | $84,233+150.6% | $170,442+23.8% | $70,131+201.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.58% | 23.06%-6.5pp | 205.93%-189.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $8,403 | $3,387+148.1% | $5,433+54.7% | $2,342+258.7% |
| Participant deferral / active EE | $5,765 | $3,086+86.8% | $4,939+16.7% | $3,332+73.0% |
| Admin fee / account holder | $39 | $5,698-99.3% | $13,880-99.7% | $4,645-99.2% |