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 | $210,675 | $162,781+29.4% | $133,956+57.3% | $158,922+32.6% |
| Participation rate | 94.7% | 83.2%+11.5pp | 79.8%+14.9pp | 82.0%+12.8pp |
| Annual return | 15.79% | 41.94%-26.2pp | 45.09%-29.3pp | 302.83%-287.0pp |
| Employer contribution / active EE | $6,782 | $4,975+36.3% | $3,919+73.1% | $4,761+42.4% |
| Participant deferral / active EE | $5,397 | $5,911-8.7% | $5,048+6.9% | $5,982-9.8% |
| Admin fee / account holder | $157 | $11,736-98.7% | $8,927-98.2% | $11,246-98.6% |