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 | $239,375 | $175,202+36.6% | $149,673+59.9% | $139,434+71.7% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 18.79% | 166.71%-147.9pp | 134.42%-115.6pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,647 | $5,474-51.6% | $4,818-45.1% | $4,751-44.3% |
| Participant deferral / active EE | $7,733 | $6,519+18.6% | $5,680+36.1% | $6,710+15.2% |
| Admin fee / account holder | $12 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |