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 | $217,742 | $209,411+4.0% | $178,490+22.0% | $158,922+37.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.97% | 188.75%-174.8pp | 151.07%-137.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $5,229 | $5,706-8.4% | $5,011+4.4% | $4,761+9.8% |
| Participant deferral / active EE | $7,914 | $5,954+32.9% | $5,202+52.1% | $5,982+32.3% |
| Admin fee / account holder | $84 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |