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 | $104,649 | $69,515+50.5% | $86,874+20.5% | $85,850+21.9% |
| Participation rate | 90.0% | 66.3%+23.7pp | 71.6%+18.4pp | 69.3%+20.7pp |
| Annual return | 16.50% | 20.12%-3.6pp | 63.52%-47.0pp | 318.53%-302.0pp |
| Employer contribution / active EE | $2,105 | $1,880+12.0% | $2,495-15.6% | $2,565-17.9% |
| Participant deferral / active EE | $4,050 | $2,919+38.8% | $3,699+9.5% | $3,952+2.5% |
| Admin fee / account holder | $226 | $5,972-96.2% | $5,828-96.1% | $6,260-96.4% |