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 | $178,473 | $172,111+3.7% | $150,298+18.7% | $137,256+30.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 17.02% | 69.37%-52.3pp | 62.79%-45.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $15,572 | $4,636+235.9% | $4,154+274.9% | $4,156+274.7% |
| Participant deferral / active EE | $7,474 | $6,166+21.2% | $5,453+37.1% | $6,407+16.7% |
| Admin fee / account holder | $261 | $16,471-98.4% | $14,116-98.2% | $12,270-97.9% |