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 | $177,572+28.5% | $154,803+47.5% | $142,382+60.3% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 16.59% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,216 | $4,810-74.7% | $4,305-71.8% | $4,299-71.7% |
| Participant deferral / active EE | $9,892 | $6,272+57.7% | $5,540+78.5% | $6,507+52.0% |
| Admin fee / account holder | $160 | $16,786-99.0% | $14,329-98.9% | $12,624-98.7% |