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 | $228,821 | $165,335+38.4% | $149,696+52.9% | $158,922+44.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 12.66% | 348.15%-335.5pp | 276.60%-263.9pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,795 | $5,103-45.2% | $4,644-39.8% | $4,761-41.3% |
| Participant deferral / active EE | $11,836 | $7,181+64.8% | $6,842+73.0% | $5,982+97.9% |
| Admin fee / account holder | $109 | $10,807-99.0% | $9,309-98.8% | $11,246-99.0% |