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 5-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 | $200,332 | $172,111+16.4% | $150,298+33.3% | $137,256+46.0% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 16.17% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,378 | $4,636-48.7% | $4,154-42.8% | $4,156-42.8% |
| Participant deferral / active EE | $5,349 | $6,166-13.3% | $5,453-1.9% | $6,407-16.5% |
| Admin fee / account holder | $114 | $16,471-99.3% | $14,116-99.2% | $12,270-99.1% |