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 | $204,659 | $177,572+15.3% | $154,803+32.2% | $142,382+43.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.36% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $5,174 | $4,810+7.5% | $4,305+20.2% | $4,299+20.3% |
| Participant deferral / active EE | $18,116 | $6,272+188.9% | $5,540+227.0% | $6,507+178.4% |
| Admin fee / account holder | $281 | $16,786-98.3% | $14,329-98.0% | $12,624-97.8% |