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 | $216,181 | $177,572+21.7% | $154,803+39.6% | $142,382+51.8% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 11.31% | 65.07%-53.8pp | 58.88%-47.6pp | 217.08%-205.8pp |
| Employer contribution / active EE | $5,293 | $4,810+10.0% | $4,305+22.9% | $4,299+23.1% |
| Participant deferral / active EE | $5,850 | $6,272-6.7% | $5,540+5.6% | $6,507-10.1% |
| Admin fee / account holder | $144 | $16,786-99.1% | $14,329-99.0% | $12,624-98.9% |