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 | $197,011 | $85,766+129.7% | $136,294+44.5% | $70,131+180.9% |
| Participation rate | 84.4% | 74.2%+10.2pp | 81.9%+2.5pp | 69.5%+14.8pp |
| Annual return | 24.98% | 31.45%-6.5pp | 5155.94%-5131.0pp | 73.14%-48.2pp |
| Employer contribution / active EE | $5,766 | $2,966+94.4% | $4,695+22.8% | $2,342+146.1% |
| Participant deferral / active EE | $4,436 | $5,051-12.2% | $6,247-29.0% | $3,332+33.1% |
| Admin fee / account holder | $212 | $5,420-96.1% | $9,243-97.7% | $4,645-95.4% |