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 | $225,935 | $197,591+14.3% | $177,821+27.1% | $158,922+42.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.09% | 58.76%-43.7pp | 48.32%-33.2pp | 302.83%-287.7pp |
| Employer contribution / active EE | $6,170 | $6,697-7.9% | $5,918+4.3% | $4,761+29.6% |
| Participant deferral / active EE | $8,504 | $8,405+1.2% | $7,714+10.2% | $5,982+42.2% |
| Admin fee / account holder | $30 | $15,399-99.8% | $12,427-99.8% | $11,246-99.7% |