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 | $201,196 | $114,381+75.9% | $107,525+87.1% | $142,382+41.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 12.76% | 242.71%-229.9pp | 181.32%-168.6pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,562 | $4,015-11.3% | $3,754-5.1% | $4,299-17.2% |
| Participant deferral / active EE | $4,438 | $5,564-20.2% | $5,116-13.3% | $6,507-31.8% |
| Admin fee / account holder | $47 | $9,860-99.5% | $8,919-99.5% | $12,624-99.6% |