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 | $122,300 | $93,571+30.7% | $135,903-10.0% | $75,163+62.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 20.54% | 30.90%-10.4pp | 68.23%-47.7pp | 160.62%-140.1pp |
| Employer contribution / active EE | $6,901 | $3,537+95.1% | $4,856+42.1% | $2,670+158.5% |
| Participant deferral / active EE | $12,222 | $6,404+90.8% | $7,758+57.5% | $4,125+196.3% |
| Admin fee / account holder | $26 | $6,975-99.6% | $10,762-99.8% | $5,651-99.5% |