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 | $244,778 | $159,602+53.4% | $150,045+63.1% | $142,382+71.9% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 14.84% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,423 | $4,961-51.2% | $4,693-48.4% | $4,299-43.6% |
| Participant deferral / active EE | $13,338 | $8,310+60.5% | $7,997+66.8% | $6,507+105.0% |
| Admin fee / account holder | $142 | $14,846-99.0% | $13,435-98.9% | $12,624-98.9% |