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 | $228,812 | $198,466+15.3% | $170,442+34.2% | $147,584+55.0% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 21.19% | 257.29%-236.1pp | 205.93%-184.7pp | 578.55%-557.4pp |
| Employer contribution / active EE | $6,361 | $6,184+2.9% | $5,433+17.1% | $4,876+30.5% |
| Participant deferral / active EE | $9,232 | $5,629+64.0% | $4,939+86.9% | $5,439+69.7% |
| Admin fee / account holder | $25 | $16,852-99.9% | $13,880-99.8% | $10,885-99.8% |