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 | $237,834 | $201,272+18.2% | $184,203+29.1% | $145,922+63.0% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 18.38% | 29.00%-10.6pp | 28.81%-10.4pp | 561.29%-542.9pp |
| Employer contribution / active EE | $5,256 | $7,022-25.1% | $6,427-18.2% | $4,660+12.8% |
| Participant deferral / active EE | $19,100 | $9,806+94.8% | $9,131+109.2% | $6,688+185.6% |
| Admin fee / account holder | $24 | $16,364-99.9% | $13,901-99.8% | $13,397-99.8% |