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 | $141,335 | $98,750+43.1% | $149,696-5.6% | $79,858+77.0% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.5%-1.0pp | 69.6%+11.8pp |
| Annual return | 18.29% | 27.43%-9.1pp | 276.60%-258.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $2,717 | $3,216-15.5% | $4,644-41.5% | $2,471+10.0% |
| Participant deferral / active EE | $11,082 | $5,680+95.1% | $6,842+62.0% | $3,740+196.3% |
| Admin fee / account holder | $14 | $6,053-99.8% | $9,309-99.9% | $5,306-99.7% |