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 | $240,043 | $197,591+21.5% | $177,821+35.0% | $158,922+51.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 29.10% | 58.76%-29.7pp | 48.32%-19.2pp | 302.83%-273.7pp |
| Employer contribution / active EE | $3,224 | $6,697-51.9% | $5,918-45.5% | $4,761-32.3% |
| Participant deferral / active EE | $6,430 | $8,405-23.5% | $7,714-16.6% | $5,982+7.5% |
| Admin fee / account holder | $20 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |