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 | $217,659 | $163,101+33.5% | $136,749+59.2% | $142,382+52.9% |
| Participation rate | 90.0% | 78.2%+11.8pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 12.24% | 27.54%-15.3pp | 24.33%-12.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $5,826 | $4,117+41.5% | $3,400+71.4% | $4,299+35.5% |
| Participant deferral / active EE | $13,725 | $5,585+145.7% | $4,692+192.5% | $6,507+110.9% |
| Admin fee / account holder | $50 | $14,318-99.7% | $11,386-99.6% | $12,624-99.6% |