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 | $208,573 | $198,466+5.1% | $170,442+22.4% | $147,584+41.3% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 18.64% | 257.29%-238.7pp | 205.93%-187.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $5,036 | $6,184-18.6% | $5,433-7.3% | $4,876+3.3% |
| Participant deferral / active EE | $8,269 | $5,629+46.9% | $4,939+67.4% | $5,439+52.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |