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 | $245,988 | $197,591+24.5% | $177,821+38.3% | $158,922+54.8% |
| Participation rate | 76.2% | 88.5%-12.4pp | 87.7%-11.5pp | 82.0%-5.8pp |
| Annual return | 22.92% | 58.76%-35.8pp | 48.32%-25.4pp | 302.83%-279.9pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $13,327 | $8,405+58.6% | $7,714+72.8% | $5,982+122.8% |
| Admin fee / account holder | $19 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |