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 | $172,266 | $80,717+113.4% | $154,803+11.3% | $84,808+103.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 20.61% | 37.96%-17.3pp | 58.88%-38.3pp | 40.90%-20.3pp |
| Employer contribution / active EE | $3,444 | $2,761+24.7% | $4,305-20.0% | $2,631+30.9% |
| Participant deferral / active EE | $5,194 | $3,303+57.2% | $5,540-6.3% | $4,212+23.3% |
| Admin fee / account holder | $252 | $6,746-96.3% | $14,329-98.2% | $7,344-96.6% |