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 | $178,174+25.3% | $156,181+42.9% | $137,256+62.6% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 12.15% | 84.19%-72.0pp | 64.87%-52.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,391 | $4,972-51.9% | $4,294-44.3% | $4,156-42.5% |
| Participant deferral / active EE | $11,748 | $6,888+70.6% | $6,132+91.6% | $6,407+83.4% |
| Admin fee / account holder | $250 | $17,404-98.6% | $14,586-98.3% | $12,270-98.0% |