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 | $199,037 | $106,584+86.7% | $101,326+96.4% | $142,382+39.8% |
| Participation rate | 84.6% | 82.7%+1.9pp | 81.5%+3.1pp | 80.1%+4.5pp |
| Annual return | 18.48% | 36.93%-18.4pp | 36.82%-18.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,119 | $3,956-21.2% | $3,665-14.9% | $4,299-27.5% |
| Participant deferral / active EE | $9,966 | $8,297+20.1% | $7,994+24.7% | $6,507+53.2% |
| Admin fee / account holder | $101 | $11,446-99.1% | $11,185-99.1% | $12,624-99.2% |