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 | $239,652 | $183,592+30.5% | $155,567+54.1% | $145,959+64.2% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 21.03% | 61.24%-40.2pp | 64.74%-43.7pp | 561.95%-540.9pp |
| Employer contribution / active EE | $7,846 | $5,315+47.6% | $4,674+67.9% | $4,661+68.3% |
| Participant deferral / active EE | $11,787 | $6,464+82.3% | $5,628+109.4% | $6,689+76.2% |
| Admin fee / account holder | $240 | $19,318-98.8% | $15,916-98.5% | $13,398-98.2% |