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 | $175,304 | $148,534+18.0% | $135,903+29.0% | $139,434+25.7% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 19.56% | 79.19%-59.6pp | 68.23%-48.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $5,386 | $5,243+2.7% | $4,856+10.9% | $4,751+13.4% |
| Participant deferral / active EE | $7,425 | $8,100-8.3% | $7,758-4.3% | $6,710+10.7% |
| Admin fee / account holder | $41 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |