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 | $206,915 | $176,056+17.5% | $159,436+29.8% | $167,490+23.5% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 24.80% | 331.75%-306.9pp | 263.57%-238.8pp | 478.56%-453.8pp |
| Employer contribution / active EE | $4,375 | $5,297-17.4% | $4,829-9.4% | $4,837-9.6% |
| Participant deferral / active EE | $10,642 | $7,750+37.3% | $7,352+44.7% | $6,341+67.8% |
| Admin fee / account holder | $60 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |