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 | $219,356 | $177,572+23.5% | $154,803+41.7% | $142,382+54.1% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 19.49% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,053 | $4,810-36.5% | $4,305-29.1% | $4,299-29.0% |
| Participant deferral / active EE | $7,008 | $6,272+11.7% | $5,540+26.5% | $6,507+7.7% |
| Admin fee / account holder | $109 | $16,786-99.4% | $14,329-99.2% | $12,624-99.1% |