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 | $196,865 | $144,119+36.6% | $117,854+67.0% | $147,584+33.4% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 16.28% | 531.15%-514.9pp | 335.08%-318.8pp | 578.55%-562.3pp |
| Employer contribution / active EE | $3,029 | $4,896-38.1% | $3,786-20.0% | $4,876-37.9% |
| Participant deferral / active EE | $7,836 | $5,316+47.4% | $4,482+74.8% | $5,439+44.1% |
| Admin fee / account holder | $211 | $10,886-98.1% | $8,020-97.4% | $10,885-98.1% |