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 | $184,105 | $168,632+9.2% | $147,614+24.7% | $125,391+46.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 3.20% | 77.65%-74.4pp | 61.98%-58.8pp | 282.22%-279.0pp |
| Employer contribution / active EE | $8,733 | $6,252+39.7% | $5,564+56.9% | $4,866+79.5% |
| Participant deferral / active EE | $5,333 | $5,507-3.2% | $4,895+8.9% | $5,352-0.3% |
| Admin fee / account holder | $48 | $13,580-99.6% | $11,611-99.6% | $9,540-99.5% |