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 | $183,519+30.6% | $155,509+54.1% | $145,922+64.2% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 21.03% | 61.17%-40.1pp | 64.67%-43.6pp | 561.29%-540.3pp |
| Employer contribution / active EE | $7,846 | $5,313+47.7% | $4,672+67.9% | $4,660+68.4% |
| Participant deferral / active EE | $11,787 | $6,462+82.4% | $5,626+109.5% | $6,688+76.3% |
| Admin fee / account holder | $240 | $19,313-98.8% | $15,912-98.5% | $13,397-98.2% |