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 | $179,726+17.7% | $156,263+35.3% | $142,382+48.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 12.92% | 77.86%-64.9pp | 59.47%-46.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,112 | $5,069-58.3% | $4,333-51.3% | $4,299-50.9% |
| Participant deferral / active EE | $5,903 | $6,956-15.1% | $6,158-4.1% | $6,507-9.3% |
| Admin fee / account holder | $232 | $17,272-98.7% | $14,255-98.4% | $12,624-98.2% |