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 6-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 | $136,285 | $106,749+27.7% | $145,433-6.3% | $82,448+65.3% |
| Participation rate | 88.5% | 75.6%+12.8pp | 82.1%+6.3pp | 68.1%+20.4pp |
| Annual return | 20.79% | 27.59%-6.8pp | 66.58%-45.8pp | 41.64%-20.8pp |
| Employer contribution / active EE | $4,421 | $3,444+28.3% | $4,554-2.9% | $2,551+73.3% |
| Participant deferral / active EE | $10,519 | $6,519+61.4% | $7,897+33.2% | $4,139+154.1% |
| Admin fee / account holder | $3 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |