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 | $211,491 | $178,174+18.7% | $156,181+35.4% | $137,256+54.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 12.92% | 84.19%-71.3pp | 64.87%-52.0pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,112 | $4,972-57.5% | $4,294-50.8% | $4,156-49.2% |
| Participant deferral / active EE | $5,903 | $6,888-14.3% | $6,132-3.7% | $6,407-7.9% |
| Admin fee / account holder | $232 | $17,404-98.7% | $14,586-98.4% | $12,270-98.1% |