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 8-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 | $125,962 | $109,413+15.1% | $156,263-19.4% | $84,808+48.5% |
| Participation rate | 87.9% | 72.7%+15.2pp | 78.9%+9.0pp | 68.3%+19.6pp |
| Annual return | 17.89% | 20.18%-2.3pp | 59.47%-41.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $4,537 | $2,907+56.1% | $4,333+4.7% | $2,631+72.4% |
| Participant deferral / active EE | $3,858 | $4,590-15.9% | $6,158-37.3% | $4,212-8.4% |
| Admin fee / account holder | $30 | $9,357-99.7% | $14,255-99.8% | $7,344-99.6% |