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 | $84,406 | $86,929-2.9% | $102,423-17.6% | $80,856+4.4% |
| Participation rate | 89.3% | 72.4%+16.9pp | 76.5%+12.8pp | 67.6%+21.6pp |
| Annual return | 11.20% | 18.88%-7.7pp | 29.32%-18.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $6,168 | $2,369+160.3% | $3,023+104.0% | $2,755+123.9% |
| Participant deferral / active EE | $6,740 | $4,118+63.7% | $5,053+33.4% | $4,296+56.9% |
| Admin fee / account holder | $3 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |