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 | $223,233 | $179,726+24.2% | $156,263+42.9% | $142,382+56.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 12.15% | 77.86%-65.7pp | 59.47%-47.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,391 | $5,069-52.8% | $4,333-44.8% | $4,299-44.4% |
| Participant deferral / active EE | $11,748 | $6,956+68.9% | $6,158+90.8% | $6,507+80.5% |
| Admin fee / account holder | $250 | $17,272-98.6% | $14,255-98.2% | $12,624-98.0% |