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 | $243,719 | $127,065+91.8% | $113,168+115.4% | $142,382+71.2% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 12.53% | 24.03%-11.5pp | 24.27%-11.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,128 | $3,442-9.1% | $2,975+5.1% | $4,299-27.2% |
| Participant deferral / active EE | $13,949 | $5,716+144.0% | $5,107+173.1% | $6,507+114.4% |
| Admin fee / account holder | $92 | $15,736-99.4% | $12,068-99.2% | $12,624-99.3% |