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 9-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 | $208,141 | $214,378-2.9% | $200,582+3.8% | $142,382+46.2% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 18.43% | 46.41%-28.0pp | 42.33%-23.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,867 | $6,841-43.5% | $6,419-39.8% | $4,299-10.1% |
| Participant deferral / active EE | $15,439 | $9,865+56.5% | $9,331+65.5% | $6,507+137.3% |
| Admin fee / account holder | $1 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |