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 | $181,625 | $165,335+9.9% | $149,696+21.3% | $158,922+14.3% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 16.79% | 348.15%-331.4pp | 276.60%-259.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $6,036 | $5,103+18.3% | $4,644+30.0% | $4,761+26.8% |
| Participant deferral / active EE | $5,407 | $7,181-24.7% | $6,842-21.0% | $5,982-9.6% |
| Admin fee / account holder | $53 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |