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 | $187,257 | $165,335+13.3% | $149,696+25.1% | $158,922+17.8% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 24.45% | 348.15%-323.7pp | 276.60%-252.1pp | 302.83%-278.4pp |
| Employer contribution / active EE | $2,718 | $5,103-46.7% | $4,644-41.5% | $4,761-42.9% |
| Participant deferral / active EE | $9,153 | $7,181+27.5% | $6,842+33.8% | $5,982+53.0% |
| Admin fee / account holder | $12 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |