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 | $132,050 | $56,110+135.3% | $94,993+39.0% | $70,131+88.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 17.96% | 51.02%-33.1pp | 27.12%-9.2pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,360 | $1,442-5.7% | $2,603-47.8% | $2,342-42.0% |
| Participant deferral / active EE | $5,861 | $2,391+145.1% | $3,317+76.7% | $3,332+75.9% |
| Admin fee / account holder | $196 | $3,456-94.3% | $4,960-96.1% | $4,645-95.8% |