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 | $242,614 | $165,335+46.7% | $149,696+62.1% | $158,922+52.7% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 17.03% | 348.15%-331.1pp | 276.60%-259.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,498 | $5,103-51.1% | $4,644-46.2% | $4,761-47.5% |
| Participant deferral / active EE | $8,813 | $7,181+22.7% | $6,842+28.8% | $5,982+47.3% |
| Admin fee / account holder | $9 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |