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 | $206,806 | $201,272+2.7% | $184,203+12.3% | $145,922+41.7% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.1pp |
| Annual return | 12.56% | 29.00%-16.4pp | 28.81%-16.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $4,581 | $7,022-34.8% | $6,427-28.7% | $4,660-1.7% |
| Participant deferral / active EE | $18,193 | $9,806+85.5% | $9,131+99.2% | $6,688+172.0% |
| Admin fee / account holder | $87 | $16,364-99.5% | $13,901-99.4% | $13,397-99.4% |