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 | $188,611 | $157,256+19.9% | $141,162+33.6% | $152,861+23.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 19.10% | 64.32%-45.2pp | 71.39%-52.3pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,709 | $5,261-67.5% | $4,735-63.9% | $4,762-64.1% |
| Participant deferral / active EE | $7,696 | $7,109+8.3% | $6,709+14.7% | $5,850+31.6% |
| Admin fee / account holder | $238 | $12,120-98.0% | $10,261-97.7% | $11,596-97.9% |