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 | $202,928 | $197,591+2.7% | $177,821+14.1% | $158,922+27.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.39% | 58.76%-46.4pp | 48.32%-35.9pp | 302.83%-290.4pp |
| Employer contribution / active EE | $12,507 | $6,697+86.7% | $5,918+111.3% | $4,761+162.7% |
| Participant deferral / active EE | $14,562 | $8,405+73.3% | $7,714+88.8% | $5,982+143.4% |
| Admin fee / account holder | $207 | $15,399-98.7% | $12,427-98.3% | $11,246-98.2% |