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 6-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 | $214,557 | $201,272+6.6% | $184,203+16.5% | $145,922+47.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.65% | 29.00%-17.4pp | 28.81%-17.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,776 | $7,022-60.5% | $6,427-56.8% | $4,660-40.4% |
| Participant deferral / active EE | $7,667 | $9,806-21.8% | $9,131-16.0% | $6,688+14.6% |
| Admin fee / account holder | $104 | $16,364-99.4% | $13,901-99.3% | $13,397-99.2% |