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 | $216,685 | $124,281+74.4% | $109,143+98.5% | $167,490+29.4% |
| Participation rate | 82.4% | 79.4%+2.9pp | 75.9%+6.5pp | 82.1%+0.2pp |
| Annual return | 17.01% | 26.04%-9.0pp | 25.75%-8.7pp | 478.56%-461.5pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,475 | $5,255+23.2% | $4,653+39.1% | $6,341+2.1% |
| Admin fee / account holder | $53 | $7,970-99.3% | $6,752-99.2% | $12,309-99.6% |