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 | $202,640 | $159,602+27.0% | $150,045+35.1% | $142,382+42.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 17.41% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $8,250 | $4,961+66.3% | $4,693+75.8% | $4,299+91.9% |
| Participant deferral / active EE | $6,506 | $8,310-21.7% | $7,997-18.6% | $6,5070% |
| Admin fee / account holder | $121 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |