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 | $218,255 | $162,781+34.1% | $133,956+62.9% | $158,922+37.3% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 12.64% | 41.94%-29.3pp | 45.09%-32.5pp | 302.83%-290.2pp |
| Employer contribution / active EE | $11,378 | $4,975+128.7% | $3,919+190.4% | $4,761+139.0% |
| Participant deferral / active EE | $8,354 | $5,911+41.3% | $5,048+65.5% | $5,982+39.7% |
| Admin fee / account holder | $249 | $11,736-97.9% | $8,927-97.2% | $11,246-97.8% |