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 | $158,621 | $109,881+44.4% | $150,045+5.7% | $84,808+87.0% |
| Participation rate | 74.1% | 76.1%-1.9pp | 82.3%-8.2pp | 68.3%+5.8pp |
| Annual return | 16.33% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $4,251 | $3,561+19.4% | $4,693-9.4% | $2,631+61.6% |
| Participant deferral / active EE | $7,761 | $6,636+16.9% | $7,997-3.0% | $4,212+84.3% |
| Admin fee / account holder | $208 | $8,568-97.6% | $13,435-98.5% | $7,344-97.2% |