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 | $233,224 | $114,381+103.9% | $107,525+116.9% | $142,382+63.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 13.91% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,824 | $4,015-54.6% | $3,754-51.4% | $4,299-57.6% |
| Participant deferral / active EE | $3,484 | $5,564-37.4% | $5,116-31.9% | $6,507-46.5% |
| Admin fee / account holder | $193 | $9,860-98.0% | $8,919-97.8% | $12,624-98.5% |