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 | $212,259 | $214,378-1.0% | $200,582+5.8% | $142,382+49.1% |
| Participation rate | 94.7% | 87.4%+7.3pp | 86.9%+7.9pp | 80.1%+14.6pp |
| Annual return | 16.17% | 46.41%-30.2pp | 42.33%-26.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $5,417 | $6,841-20.8% | $6,419-15.6% | $4,299+26.0% |
| Participant deferral / active EE | $14,286 | $9,865+44.8% | $9,331+53.1% | $6,507+119.5% |
| Admin fee / account holder | $139 | $17,692-99.2% | $16,305-99.1% | $12,624-98.9% |