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 | $113,515 | $104,251+8.9% | $91,001+24.7% | $147,584-23.1% |
| Participation rate | 93.3% | 78.2%+15.1pp | 75.6%+17.7pp | 82.8%+10.5pp |
| Annual return | 19.68% | 27.06%-7.4pp | 4.60%+15.1pp | 578.55%-558.9pp |
| Employer contribution / active EE | $8,250 | $3,116+164.8% | $2,456+236.0% | $4,876+69.2% |
| Participant deferral / active EE | $5,452 | $4,195+30.0% | $3,547+53.7% | $5,439+0.2% |
| Admin fee / account holder | $202 | $8,948-97.7% | $5,417-96.3% | $10,885-98.1% |