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 | $125,351 | $63,355+97.9% | $91,989+36.3% | $72,985+71.7% |
| Participation rate | 91.5% | 72.5%+19.0pp | 78.6%+12.9pp | 69.5%+22.0pp |
| Annual return | 30.93% | 35.35%-4.4pp | 69.02%-38.1pp | 81.00%-50.1pp |
| Employer contribution / active EE | $4,500 | $2,116+112.7% | $3,452+30.4% | $2,440+84.4% |
| Participant deferral / active EE | $8,301 | $4,883+70.0% | $5,923+40.2% | $3,607+130.1% |
| Admin fee / account holder | $273 | $4,668-94.2% | $7,743-96.5% | $5,124-94.7% |