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 | $234,806 | $95,266+146.5% | $82,389+185.0% | $142,382+64.9% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 11.69% | 25.74%-14.0pp | 28.67%-17.0pp | 217.08%-205.4pp |
| Employer contribution / active EE | $9,163 | $2,991+206.3% | $2,517+264.0% | $4,299+113.1% |
| Participant deferral / active EE | $4,725 | $4,809-1.7% | $4,155+13.7% | $6,507-27.4% |
| Admin fee / account holder | $101 | $8,563-98.8% | $7,231-98.6% | $12,624-99.2% |