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 | $241,872 | $159,602+51.5% | $150,045+61.2% | $142,382+69.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.27% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,311 | $4,961-33.3% | $4,693-29.5% | $4,299-23.0% |
| Participant deferral / active EE | $17,293 | $8,310+108.1% | $7,997+116.2% | $6,507+165.7% |
| Admin fee / account holder | $146 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |