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 | $216,264 | $135,952+59.1% | $123,892+74.6% | $273,961-21.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 8.23% | 56.63%-48.4pp | 47.52%-39.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,651 | $5,170-68.1% | $4,617-64.2% | $4,869-66.1% |
| Participant deferral / active EE | $6,346 | $6,343+0.1% | $5,984+6.1% | $5,287+20.0% |
| Admin fee / account holder | $12 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |