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 | $236,273 | $106,584+121.7% | $101,326+133.2% | $142,382+65.9% |
| Participation rate | 77.8% | 82.7%-4.9pp | 81.5%-3.7pp | 80.1%-2.3pp |
| Annual return | 18.80% | 36.93%-18.1pp | 36.82%-18.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $6,465 | $3,956+63.4% | $3,665+76.4% | $4,299+50.4% |
| Participant deferral / active EE | $6,126 | $8,297-26.2% | $7,994-23.4% | $6,507-5.9% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |