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 | $189,791 | $185,822+2.1% | $169,993+11.6% | $139,434+36.1% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 21.03% | 60.50%-39.5pp | 53.37%-32.3pp | 372.94%-351.9pp |
| Employer contribution / active EE | $4,378 | $7,590-42.3% | $6,785-35.5% | $4,751-7.9% |
| Participant deferral / active EE | $20,002 | $11,622+72.1% | $10,408+92.2% | $6,710+198.1% |
| Admin fee / account holder | $11 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |