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 | $219,458 | $197,591+11.1% | $177,821+23.4% | $158,922+38.1% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 13.79% | 58.76%-45.0pp | 48.32%-34.5pp | 302.83%-289.0pp |
| Employer contribution / active EE | $3,184 | $6,697-52.5% | $5,918-46.2% | $4,761-33.1% |
| Participant deferral / active EE | $10,145 | $8,405+20.7% | $7,714+31.5% | $5,982+69.6% |
| Admin fee / account holder | $235 | $15,399-98.5% | $12,427-98.1% | $11,246-97.9% |