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 | $232,164 | $148,534+56.3% | $135,903+70.8% | $139,434+66.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 12.45% | 79.19%-66.7pp | 68.23%-55.8pp | 372.94%-360.5pp |
| Employer contribution / active EE | $8,262 | $5,243+57.6% | $4,856+70.1% | $4,751+73.9% |
| Participant deferral / active EE | $5,253 | $8,100-35.2% | $7,758-32.3% | $6,710-21.7% |
| Admin fee / account holder | $4 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |