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 | $178,912 | $172,111+4.0% | $150,298+19.0% | $137,256+30.3% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 18.24% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,218 | $4,636-52.2% | $4,154-46.6% | $4,156-46.6% |
| Participant deferral / active EE | $7,779 | $6,166+26.2% | $5,453+42.7% | $6,407+21.4% |
| Admin fee / account holder | $17 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |