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 | $110,214 | $49,025+124.8% | $87,507+25.9% | $62,891+75.2% |
| Participation rate | 88.9% | 64.9%+24.0pp | 73.8%+15.0pp | 69.3%+19.6pp |
| Annual return | 10.37% | 10.02%+0.4pp | 12.21%-1.8pp | 20.14%-9.8pp |
| Employer contribution / active EE | $1,822 | $1,372+32.9% | $2,550-28.5% | $2,281-20.1% |
| Participant deferral / active EE | $5,691 | $2,289+148.6% | $3,149+80.7% | $3,203+77.7% |
| Admin fee / account holder | $123 | $4,065-97.0% | $4,221-97.1% | $4,296-97.1% |