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 8-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 | $178,991 | $183,519-2.5% | $155,509+15.1% | $145,922+22.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.50% | 61.17%-49.7pp | 64.67%-53.2pp | 561.29%-549.8pp |
| Employer contribution / active EE | $10,767 | $5,313+102.7% | $4,672+130.4% | $4,660+131.1% |
| Participant deferral / active EE | $7,227 | $6,462+11.8% | $5,626+28.5% | $6,688+8.1% |
| Admin fee / account holder | $85 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |