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 7-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 | $139,311 | $109,881+26.8% | $150,045-7.2% | $84,808+64.3% |
| Participation rate | 84.6% | 76.1%+8.5pp | 82.3%+2.3pp | 68.3%+16.3pp |
| Annual return | 17.85% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $7,553 | $3,561+112.1% | $4,693+60.9% | $2,631+187.1% |
| Participant deferral / active EE | $7,005 | $6,636+5.6% | $7,997-12.4% | $4,212+66.3% |
| Admin fee / account holder | $195 | $8,568-97.7% | $13,435-98.5% | $7,344-97.3% |