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 | $113,302 | $54,541+107.7% | $78,778+43.8% | $70,131+61.6% |
| Participation rate | 78.6% | 60.8%+17.8pp | 69.2%+9.4pp | 69.5%+9.0pp |
| Annual return | 20.51% | 21.07%-0.6pp | 35.62%-15.1pp | 73.14%-52.6pp |
| Employer contribution / active EE | $1,901 | $1,089+74.6% | $1,986-4.3% | $2,342-18.9% |
| Participant deferral / active EE | $4,520 | $2,210+104.5% | $2,958+52.8% | $3,332+35.7% |
| Admin fee / account holder | $248 | $3,709-93.3% | $5,134-95.2% | $4,645-94.7% |