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 | $214,328 | $87,166+145.9% | $76,735+179.3% | $137,256+56.2% |
| Participation rate | 83.3% | 74.4%+9.0pp | 69.5%+13.8pp | 80.0%+3.4pp |
| Annual return | 27.07% | 26.50%+0.6pp | 29.77%-2.7pp | 220.34%-193.3pp |
| Employer contribution / active EE | $5,393 | $2,904+85.7% | $2,454+119.7% | $4,156+29.8% |
| Participant deferral / active EE | $6,350 | $4,726+34.4% | $4,088+55.3% | $6,407-0.9% |
| Admin fee / account holder | $10 | $8,403-99.9% | $7,189-99.9% | $12,270-99.9% |