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 7-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 | $241,337 | $172,111+40.2% | $150,298+60.6% | $137,256+75.8% |
| Participation rate | 78.3% | 81.7%-3.5pp | 77.8%+0.5pp | 80.0%-1.7pp |
| Annual return | 15.50% | 69.37%-53.9pp | 62.79%-47.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,634 | $4,636-64.8% | $4,154-60.7% | $4,156-60.7% |
| Participant deferral / active EE | $5,328 | $6,166-13.6% | $5,453-2.3% | $6,407-16.8% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |