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 | $182,508 | $180,449+1.1% | $154,107+18.4% | $135,375+34.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 19.18% | 888.09%-868.9pp | 735.12%-715.9pp | 519.73%-500.6pp |
| Employer contribution / active EE | $2,349 | $6,035-61.1% | $5,298-55.7% | $4,779-50.8% |
| Participant deferral / active EE | $8,217 | $5,806+41.5% | $5,081+61.7% | $5,609+46.5% |
| Admin fee / account holder | $295 | $16,143-98.2% | $13,411-97.8% | $10,827-97.3% |