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 9-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 | $193,096 | $197,591-2.3% | $177,821+8.6% | $158,922+21.5% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.7%+7.0pp | 82.0%+12.8pp |
| Annual return | 20.90% | 58.76%-37.9pp | 48.32%-27.4pp | 302.83%-281.9pp |
| Employer contribution / active EE | $1,543 | $6,697-77.0% | $5,918-73.9% | $4,761-67.6% |
| Participant deferral / active EE | $6,146 | $8,405-26.9% | $7,714-20.3% | $5,982+2.7% |
| Admin fee / account holder | $19 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |