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 | $234,592 | $214,378+9.4% | $200,582+17.0% | $142,382+64.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.82% | 46.41%-33.6pp | 42.33%-29.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,226 | $6,841-67.5% | $6,419-65.3% | $4,299-48.2% |
| Participant deferral / active EE | $12,003 | $9,865+21.7% | $9,331+28.6% | $6,507+84.5% |
| Admin fee / account holder | $24 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |