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 | $200,185 | $165,335+21.1% | $149,696+33.7% | $158,922+26.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 9.71% | 348.15%-338.4pp | 276.60%-266.9pp | 302.83%-293.1pp |
| Employer contribution / active EE | $11,444 | $5,103+124.3% | $4,644+146.4% | $4,761+140.4% |
| Participant deferral / active EE | $8,950 | $7,181+24.6% | $6,842+30.8% | $5,982+49.6% |
| Admin fee / account holder | $260 | $10,807-97.6% | $9,309-97.2% | $11,246-97.7% |