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 | $216,104 | $179,726+20.2% | $156,263+38.3% | $142,382+51.8% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 12.00% | 77.86%-65.9pp | 59.47%-47.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $4,622 | $5,069-8.8% | $4,333+6.7% | $4,299+7.5% |
| Participant deferral / active EE | $11,600 | $6,956+66.8% | $6,158+88.4% | $6,507+78.3% |
| Admin fee / account holder | $2 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |