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 | $223,361 | $214,378+4.2% | $200,582+11.4% | $142,382+56.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.26% | 46.41%-31.1pp | 42.33%-27.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,135 | $6,841-54.2% | $6,419-51.2% | $4,299-27.1% |
| Participant deferral / active EE | $9,446 | $9,865-4.2% | $9,331+1.2% | $6,507+45.2% |
| Admin fee / account holder | $109 | $17,692-99.4% | $16,305-99.3% | $12,624-99.1% |