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 | $205,858 | $201,272+2.3% | $184,203+11.8% | $145,922+41.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.54% | 29.00%-17.5pp | 28.81%-17.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,616 | $7,022-62.7% | $6,427-59.3% | $4,660-43.8% |
| Participant deferral / active EE | $6,955 | $9,806-29.1% | $9,131-23.8% | $6,688+4.0% |
| Admin fee / account holder | $82 | $16,364-99.5% | $13,901-99.4% | $13,397-99.4% |