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 | $163,782 | $109,413+49.7% | $156,263+4.8% | $84,808+93.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.08% | 20.18%-5.1pp | 59.47%-44.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $5,081 | $2,907+74.8% | $4,333+17.3% | $2,631+93.1% |
| Participant deferral / active EE | $8,030 | $4,590+75.0% | $6,158+30.4% | $4,212+90.7% |
| Admin fee / account holder | $219 | $9,357-97.7% | $14,255-98.5% | $7,344-97.0% |