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 | $220,156 | $209,411+5.1% | $178,490+23.3% | $158,922+38.5% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 19.65% | 188.75%-169.1pp | 151.07%-131.4pp | 302.83%-283.2pp |
| Employer contribution / active EE | $5,360 | $5,706-6.1% | $5,011+7.0% | $4,761+12.6% |
| Participant deferral / active EE | $8,179 | $5,954+37.4% | $5,202+57.2% | $5,982+36.7% |
| Admin fee / account holder | $107 | $17,074-99.4% | $13,984-99.2% | $11,246-99.1% |