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 8-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 | $189,825 | $111,754+69.9% | $103,333+83.7% | $145,922+30.1% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 26.93% | 24.77%+2.2pp | 24.88%+2.0pp | 561.29%-534.4pp |
| Employer contribution / active EE | $9,361 | $4,212+122.2% | $3,868+142.0% | $4,660+100.9% |
| Participant deferral / active EE | $9,475 | $5,619+68.6% | $5,057+87.3% | $6,688+41.7% |
| Admin fee / account holder | $279 | $9,750-97.1% | $8,355-96.7% | $13,397-97.9% |