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 6-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 | $192,923 | $175,202+10.1% | $149,673+28.9% | $139,434+38.4% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 23.33% | 166.71%-143.4pp | 134.42%-111.1pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,898 | $5,474-65.3% | $4,818-60.6% | $4,751-60.1% |
| Participant deferral / active EE | $5,794 | $6,519-11.1% | $5,680+2.0% | $6,710-13.7% |
| Admin fee / account holder | $18 | $16,150-99.9% | $13,210-99.9% | $11,403-99.8% |