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 9-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 | $157,545 | $175,202-10.1% | $149,673+5.3% | $139,434+13.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 16.21% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $6,470 | $5,474+18.2% | $4,818+34.3% | $4,751+36.2% |
| Participant deferral / active EE | $7,745 | $6,519+18.8% | $5,680+36.3% | $6,710+15.4% |
| Admin fee / account holder | $110 | $16,150-99.3% | $13,210-99.2% | $11,403-99.0% |