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 | $199,121 | $198,466+0.3% | $170,442+16.8% | $147,584+34.9% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 9.45% | 257.29%-247.8pp | 205.93%-196.5pp | 578.55%-569.1pp |
| Employer contribution / active EE | $3,228 | $6,184-47.8% | $5,433-40.6% | $4,876-33.8% |
| Participant deferral / active EE | $14,661 | $5,629+160.4% | $4,939+196.8% | $5,439+169.6% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |