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 | $241,703 | $148,978+62.2% | $200,582+20.5% | $84,808+185.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.96% | 28.16%-12.2pp | 42.33%-26.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $7,925 | $4,815+64.6% | $6,419+23.5% | $2,631+201.2% |
| Participant deferral / active EE | $4,420 | $7,142-38.1% | $9,331-52.6% | $4,212+5.0% |
| Admin fee / account holder | $116 | $13,977-99.2% | $16,305-99.3% | $7,344-98.4% |