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 | $204,236 | $165,335+23.5% | $149,696+36.4% | $158,922+28.5% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 22.89% | 348.15%-325.3pp | 276.60%-253.7pp | 302.83%-279.9pp |
| Employer contribution / active EE | $9,972 | $5,103+95.4% | $4,644+114.7% | $4,761+109.4% |
| Participant deferral / active EE | $14,836 | $7,181+106.6% | $6,842+116.8% | $5,982+148.0% |
| Admin fee / account holder | $72 | $10,807-99.3% | $9,309-99.2% | $11,246-99.4% |