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 | $188,260 | $162,781+15.7% | $133,956+40.5% | $158,922+18.5% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | 19.60% | 41.94%-22.3pp | 45.09%-25.5pp | 302.83%-283.2pp |
| Employer contribution / active EE | $2,940 | $4,975-40.9% | $3,919-25.0% | $4,761-38.2% |
| Participant deferral / active EE | $5,414 | $5,911-8.4% | $5,048+7.3% | $5,982-9.5% |
| Admin fee / account holder | $228 | $11,736-98.1% | $8,927-97.5% | $11,246-98.0% |