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 | $246,231 | $157,256+56.6% | $141,162+74.4% | $152,861+61.1% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 17.24% | 64.32%-47.1pp | 71.39%-54.2pp | 345.32%-328.1pp |
| Employer contribution / active EE | $4,782 | $5,261-9.1% | $4,735+1.0% | $4,762+0.4% |
| Participant deferral / active EE | $7,354 | $7,109+3.4% | $6,709+9.6% | $5,850+25.7% |
| Admin fee / account holder | $54 | $12,120-99.6% | $10,261-99.5% | $11,596-99.5% |