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 | $206,469 | $165,335+24.9% | $149,696+37.9% | $158,922+29.9% |
| Participation rate | 73.3% | 84.6%-11.2pp | 82.5%-9.1pp | 82.0%-8.6pp |
| Annual return | 20.77% | 348.15%-327.4pp | 276.60%-255.8pp | 302.83%-282.1pp |
| Employer contribution / active EE | $2,407 | $5,103-52.8% | $4,644-48.2% | $4,761-49.5% |
| Participant deferral / active EE | $4,381 | $7,181-39.0% | $6,842-36.0% | $5,982-26.8% |
| Admin fee / account holder | $238 | $10,807-97.8% | $9,309-97.4% | $11,246-97.9% |