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 | $180,872 | $148,534+21.8% | $135,903+33.1% | $139,434+29.7% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 16.84% | 79.19%-62.4pp | 68.23%-51.4pp | 372.94%-356.1pp |
| Employer contribution / active EE | $6,971 | $5,243+33.0% | $4,856+43.5% | $4,751+46.7% |
| Participant deferral / active EE | $5,984 | $8,100-26.1% | $7,758-22.9% | $6,710-10.8% |
| Admin fee / account holder | $85 | $12,400-99.3% | $10,762-99.2% | $11,403-99.3% |