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 | $218,132 | $153,772+41.9% | $133,980+62.8% | $273,961-20.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.76% | 36.51%-25.8pp | 29.30%-18.5pp | 41.45%-30.7pp |
| Employer contribution / active EE | $14,592 | $6,029+142.0% | $5,211+180.0% | $4,869+199.7% |
| Participant deferral / active EE | $11,660 | $6,958+67.6% | $6,282+85.6% | $5,287+120.5% |
| Admin fee / account holder | $31 | $11,765-99.7% | $9,324-99.7% | $10,132-99.7% |