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 | $237,065 | $177,572+33.5% | $154,803+53.1% | $142,382+66.5% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 19.90% | 65.07%-45.2pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,534 | $4,810-47.3% | $4,305-41.1% | $4,299-41.1% |
| Participant deferral / active EE | $8,169 | $6,272+30.3% | $5,540+47.4% | $6,507+25.5% |
| Admin fee / account holder | $155 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |