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 | $188,854 | $157,256+20.1% | $141,162+33.8% | $152,861+23.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 30.21% | 64.32%-34.1pp | 71.39%-41.2pp | 345.32%-315.1pp |
| Employer contribution / active EE | $3,876 | $5,261-26.3% | $4,735-18.1% | $4,762-18.6% |
| Participant deferral / active EE | $8,576 | $7,109+20.6% | $6,709+27.8% | $5,850+46.6% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |