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 | $211,009 | $183,519+15.0% | $155,509+35.7% | $145,922+44.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 8.96% | 61.17%-52.2pp | 64.67%-55.7pp | 561.29%-552.3pp |
| Employer contribution / active EE | $8,750 | $5,313+64.7% | $4,672+87.3% | $4,660+87.8% |
| Participant deferral / active EE | $8,658 | $6,462+34.0% | $5,626+53.9% | $6,688+29.5% |
| Admin fee / account holder | $293 | $19,313-98.5% | $15,912-98.2% | $13,397-97.8% |