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 | $95,266+125.0% | $82,389+160.1% | $142,382+50.5% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 27.07% | 25.74%+1.3pp | 28.67%-1.6pp | 217.08%-190.0pp |
| Employer contribution / active EE | $5,393 | $2,991+80.3% | $2,517+114.3% | $4,299+25.4% |
| Participant deferral / active EE | $6,350 | $4,809+32.0% | $4,155+52.8% | $6,507-2.4% |
| Admin fee / account holder | $10 | $8,563-99.9% | $7,231-99.9% | $12,624-99.9% |