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 | $157,969 | $118,450+33.4% | $98,439+60.5% | $139,434+13.3% |
| Participation rate | 95.5% | 77.4%+18.0pp | 75.2%+20.3pp | 80.3%+15.1pp |
| Annual return | 20.57% | 18.94%+1.6pp | 21.16%-0.6pp | 372.94%-352.4pp |
| Employer contribution / active EE | $4,278 | $3,609+18.5% | $3,048+40.4% | $4,751-10.0% |
| Participant deferral / active EE | $9,317 | $5,392+72.8% | $4,738+96.7% | $6,710+38.9% |
| Admin fee / account holder | $122 | $14,026-99.1% | $8,948-98.6% | $11,403-98.9% |