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 | $175,698 | $114,381+53.6% | $107,525+63.4% | $142,382+23.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 15.12% | 242.71%-227.6pp | 181.32%-166.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $14,267 | $4,015+255.4% | $3,754+280.1% | $4,299+231.9% |
| Participant deferral / active EE | $6,460 | $5,564+16.1% | $5,116+26.3% | $6,507-0.7% |
| Admin fee / account holder | $17 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |