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 | $222,721 | $197,591+12.7% | $177,821+25.3% | $158,922+40.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.93% | 58.76%-40.8pp | 48.32%-30.4pp | 302.83%-284.9pp |
| Employer contribution / active EE | $6,902 | $6,697+3.1% | $5,918+16.6% | $4,761+45.0% |
| Participant deferral / active EE | $6,608 | $8,405-21.4% | $7,714-14.3% | $5,982+10.5% |
| Admin fee / account holder | -$1,308 | $15,399-108.5% | $12,427-110.5% | $11,246-111.6% |