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 | $198,202 | $109,359+81.2% | $162,163+22.2% | $72,985+171.6% |
| Participation rate | 93.9% | 84.3%+9.7pp | 87.6%+6.4pp | 69.5%+24.5pp |
| Annual return | 274.58% | 25.46%+249.1pp | 115.59%+159.0pp | 81.00%+193.6pp |
| Employer contribution / active EE | $3,127 | $3,907-20.0% | $5,614-44.3% | $2,440+28.2% |
| Participant deferral / active EE | $9,121 | $5,481+66.4% | $7,298+25.0% | $3,607+152.8% |
| Admin fee / account holder | $247 | $7,972-96.9% | $10,843-97.7% | $5,124-95.2% |