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 | $217,568 | $185,822+17.1% | $169,993+28.0% | $139,434+56.0% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 21.61% | 60.50%-38.9pp | 53.37%-31.8pp | 372.94%-351.3pp |
| Employer contribution / active EE | $4,085 | $7,590-46.2% | $6,785-39.8% | $4,751-14.0% |
| Participant deferral / active EE | $9,196 | $11,622-20.9% | $10,408-11.6% | $6,710+37.0% |
| Admin fee / account holder | $10 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |