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 | $190,122 | $157,256+20.9% | $141,162+34.7% | $152,861+24.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 20.16% | 64.32%-44.2pp | 71.39%-51.2pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,423 | $5,261-54.0% | $4,735-48.8% | $4,762-49.1% |
| Participant deferral / active EE | $11,915 | $7,109+67.6% | $6,709+77.6% | $5,850+103.7% |
| Admin fee / account holder | $291 | $12,120-97.6% | $10,261-97.2% | $11,596-97.5% |