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 | $228,269 | $172,111+32.6% | $150,298+51.9% | $137,256+66.3% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 16.59% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,216 | $4,636-73.8% | $4,154-70.7% | $4,156-70.7% |
| Participant deferral / active EE | $9,892 | $6,166+60.4% | $5,453+81.4% | $6,407+54.4% |
| Admin fee / account holder | $160 | $16,471-99.0% | $14,116-98.9% | $12,270-98.7% |