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 | $201,078 | $148,534+35.4% | $135,903+48.0% | $139,434+44.2% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 19.40% | 79.19%-59.8pp | 68.23%-48.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $3,257 | $5,243-37.9% | $4,856-32.9% | $4,751-31.5% |
| Participant deferral / active EE | $13,423 | $8,100+65.7% | $7,758+73.0% | $6,710+100.0% |
| Admin fee / account holder | $69 | $12,400-99.4% | $10,762-99.4% | $11,403-99.4% |