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 | $205,481 | $154,228+33.2% | $145,433+41.3% | $137,256+49.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 14.43% | 74.59%-60.2pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $7,155 | $4,804+48.9% | $4,554+57.1% | $4,156+72.2% |
| Participant deferral / active EE | $16,716 | $8,216+103.5% | $7,897+111.7% | $6,407+160.9% |
| Admin fee / account holder | $124 | $14,344-99.1% | $13,129-99.1% | $12,270-99.0% |