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 | $185,712 | $109,881+69.0% | $150,045+23.8% | $84,808+119.0% |
| Participation rate | 90.6% | 76.1%+14.5pp | 82.3%+8.3pp | 68.3%+22.3pp |
| Annual return | 20.13% | 28.25%-8.1pp | 62.55%-42.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $4,924 | $3,561+38.3% | $4,693+4.9% | $2,631+87.2% |
| Participant deferral / active EE | $16,428 | $6,636+147.6% | $7,997+105.4% | $4,212+290.1% |
| Admin fee / account holder | $255 | $8,568-97.0% | $13,435-98.1% | $7,344-96.5% |