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 4-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 | $209,022 | $214,378-2.5% | $200,582+4.2% | $142,382+46.8% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.9%-16.9pp | 80.1%-10.1pp |
| Annual return | 16.77% | 46.41%-29.6pp | 42.33%-25.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $7,248 | $6,841+5.9% | $6,419+12.9% | $4,299+68.6% |
| Participant deferral / active EE | $10,660 | $9,865+8.1% | $9,331+14.2% | $6,507+63.8% |
| Admin fee / account holder | $1 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |