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 5-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 | $132,651 | $148,978-11.0% | $200,582-33.9% | $84,808+56.4% |
| Participation rate | 94.4% | 84.2%+10.2pp | 86.9%+7.6pp | 68.3%+26.1pp |
| Annual return | 36.75% | 28.16%+8.6pp | 42.33%-5.6pp | 40.90%-4.2pp |
| Employer contribution / active EE | $5,489 | $4,815+14.0% | $6,419-14.5% | $2,631+108.6% |
| Participant deferral / active EE | $9,836 | $7,142+37.7% | $9,331+5.4% | $4,212+133.5% |
| Admin fee / account holder | $281 | $13,977-98.0% | $16,305-98.3% | $7,344-96.2% |