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 | $198,421 | $148,534+33.6% | $135,903+46.0% | $139,434+42.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.26% | 79.19%-61.9pp | 68.23%-51.0pp | 372.94%-355.7pp |
| Employer contribution / active EE | $3,327 | $5,243-36.6% | $4,856-31.5% | $4,751-30.0% |
| Participant deferral / active EE | $12,897 | $8,100+59.2% | $7,758+66.3% | $6,710+92.2% |
| Admin fee / account holder | $271 | $12,400-97.8% | $10,762-97.5% | $11,403-97.6% |