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 | $239,201 | $197,591+21.1% | $177,821+34.5% | $158,922+50.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.21% | 58.76%-35.6pp | 48.32%-25.1pp | 302.83%-279.6pp |
| Employer contribution / active EE | $11,790 | $6,697+76.0% | $5,918+99.2% | $4,761+147.6% |
| Participant deferral / active EE | $8,498 | $8,405+1.1% | $7,714+10.2% | $5,982+42.0% |
| Admin fee / account holder | $20 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |