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 | $148,050 | $65,685+125.4% | $57,179+158.9% | $273,961-46.0% |
| Participation rate | 88.9% | 78.3%+10.5pp | 75.3%+13.5pp | 83.0%+5.9pp |
| Annual return | 9.32% | 21.99%-12.7pp | 14.59%-5.3pp | 41.45%-32.1pp |
| Employer contribution / active EE | $2,786 | $3,279-15.0% | $2,682+3.9% | $4,869-42.8% |
| Participant deferral / active EE | $9,927 | $3,782+162.5% | $3,096+220.6% | $5,287+87.8% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |