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 | $232,720 | $183,519+26.8% | $155,509+49.7% | $145,922+59.5% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 24.48% | 61.17%-36.7pp | 64.67%-40.2pp | 561.29%-536.8pp |
| Employer contribution / active EE | $1,859 | $5,313-65.0% | $4,672-60.2% | $4,660-60.1% |
| Participant deferral / active EE | $8,358 | $6,462+29.3% | $5,626+48.5% | $6,688+25.0% |
| Admin fee / account holder | $122 | $19,313-99.4% | $15,912-99.2% | $13,397-99.1% |