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 | $249,986 | $124,425+100.9% | $112,040+123.1% | $137,256+82.1% |
| Participation rate | 73.7% | 79.3%-5.6pp | 76.5%-2.8pp | 80.0%-6.3pp |
| Annual return | 19.32% | 24.72%-5.4pp | 24.52%-5.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,972 | $3,411+16.4% | $2,954+34.5% | $4,156-4.4% |
| Participant deferral / active EE | $8,541 | $5,718+49.4% | $5,098+67.6% | $6,407+33.3% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |