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 | $212,897 | $209,411+1.7% | $178,490+19.3% | $158,922+34.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.95% | 188.75%-175.8pp | 151.07%-138.1pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,216 | $5,706-78.7% | $5,011-75.7% | $4,761-74.5% |
| Participant deferral / active EE | $5,705 | $5,954-4.2% | $5,202+9.7% | $5,982-4.6% |
| Admin fee / account holder | $15 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |