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 | $86,853 | $58,577+48.3% | $83,333+4.2% | $64,186+35.3% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 26.48% | 9.65%+16.8pp | 10.63%+15.8pp | 7.63%+18.8pp |
| Employer contribution / active EE | $10,572 | $2,098+403.9% | $3,379+212.9% | $2,381+344.1% |
| Participant deferral / active EE | $8,359 | $4,654+79.6% | $5,565+50.2% | $3,470+140.9% |
| Admin fee / account holder | $158 | $9,275-98.3% | $7,510-97.9% | $4,888-96.8% |