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 | $240,824 | $165,335+45.7% | $149,696+60.9% | $158,922+51.5% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 13.32% | 348.15%-334.8pp | 276.60%-263.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $3,988 | $5,103-21.9% | $4,644-14.1% | $4,761-16.2% |
| Participant deferral / active EE | $12,054 | $7,181+67.9% | $6,842+76.2% | $5,982+101.5% |
| Admin fee / account holder | $15 | $10,807-99.9% | $9,309-99.8% | $11,246-99.9% |