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 | $231,344 | $209,411+10.5% | $178,490+29.6% | $158,922+45.6% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 47.23% | 188.75%-141.5pp | 151.07%-103.8pp | 302.83%-255.6pp |
| Employer contribution / active EE | $1,257 | $5,706-78.0% | $5,011-74.9% | $4,761-73.6% |
| Participant deferral / active EE | $8,361 | $5,954+40.4% | $5,202+60.7% | $5,982+39.8% |
| Admin fee / account holder | $12 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |