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 | $190,088 | $152,587+24.6% | $125,175+51.9% | $152,861+24.4% |
| Participation rate | 93.3% | 83.3%+10.0pp | 79.8%+13.6pp | 82.4%+10.9pp |
| Annual return | 24.00% | 54.84%-30.8pp | 43.79%-19.8pp | 345.32%-321.3pp |
| Employer contribution / active EE | $2,440 | $4,946-50.7% | $3,865-36.9% | $4,762-48.8% |
| Participant deferral / active EE | $5,467 | $5,868-6.8% | $4,937+10.7% | $5,850-6.5% |
| Admin fee / account holder | $267 | $13,434-98.0% | $9,702-97.3% | $11,596-97.7% |