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 | $236,319 | $135,952+73.8% | $123,892+90.7% | $273,961-13.7% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 9.19% | 56.63%-47.4pp | 47.52%-38.3pp | 41.45%-32.3pp |
| Employer contribution / active EE | $6,601 | $5,170+27.7% | $4,617+43.0% | $4,869+35.6% |
| Participant deferral / active EE | $13,975 | $6,343+120.3% | $5,984+133.5% | $5,287+164.3% |
| Admin fee / account holder | $127 | $9,817-98.7% | $8,357-98.5% | $10,132-98.7% |