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 | $249,270 | $162,781+53.1% | $133,956+86.1% | $158,922+56.9% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 7.58% | 41.94%-34.4pp | 45.09%-37.5pp | 302.83%-295.2pp |
| Employer contribution / active EE | $3,931 | $4,975-21.0% | $3,919+0.3% | $4,761-17.4% |
| Participant deferral / active EE | $5,052 | $5,911-14.5% | $5,048+0.1% | $5,982-15.6% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |