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 | $131,646 | $95,416+38.0% | $185,823-29.2% | $85,850+53.3% |
| Participation rate | 85.2% | 68.8%+16.4pp | 81.7%+3.5pp | 69.3%+15.9pp |
| Annual return | 26.35% | 23.59%+2.8pp | 122.05%-95.7pp | 318.53%-292.2pp |
| Employer contribution / active EE | $8,573 | $3,314+158.7% | $5,167+65.9% | $2,565+234.2% |
| Participant deferral / active EE | $6,262 | $3,423+82.9% | $5,568+12.5% | $3,952+58.5% |
| Admin fee / account holder | $176 | $7,213-97.6% | $16,237-98.9% | $6,260-97.2% |