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 | $202,579 | $149,734+35.3% | $118,925+70.3% | $158,922+27.5% |
| Participation rate | 84.6% | 82.1%+2.5pp | 75.4%+9.2pp | 82.0%+2.7pp |
| Annual return | 10.44% | 19.95%-9.5pp | 35.88%-25.4pp | 302.83%-292.4pp |
| Employer contribution / active EE | $2,517 | $4,115-38.8% | $3,263-22.9% | $4,761-47.1% |
| Participant deferral / active EE | $3,749 | $5,223-28.2% | $4,265-12.1% | $5,982-37.3% |
| Admin fee / account holder | $153 | $8,603-98.2% | $6,581-97.7% | $11,246-98.6% |