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 | $94,601 | $85,766+10.3% | $136,294-30.6% | $70,131+34.9% |
| Participation rate | 89.3% | 74.2%+15.1pp | 81.9%+7.4pp | 69.5%+19.7pp |
| Annual return | 22.67% | 31.45%-8.8pp | 5155.94%-5133.3pp | 73.14%-50.5pp |
| Employer contribution / active EE | $8,607 | $2,966+190.2% | $4,695+83.3% | $2,342+267.4% |
| Participant deferral / active EE | $5,432 | $5,051+7.5% | $6,247-13.1% | $3,332+63.0% |
| Admin fee / account holder | $156 | $5,420-97.1% | $9,243-98.3% | $4,645-96.6% |