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 | $192,119 | $152,587+25.9% | $125,175+53.5% | $152,861+25.7% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 16.83% | 54.84%-38.0pp | 43.79%-27.0pp | 345.32%-328.5pp |
| Employer contribution / active EE | $2,599 | $4,946-47.5% | $3,865-32.8% | $4,762-45.4% |
| Participant deferral / active EE | $7,505 | $5,868+27.9% | $4,937+52.0% | $5,850+28.3% |
| Admin fee / account holder | $248 | $13,434-98.2% | $9,702-97.4% | $11,596-97.9% |