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 | $177,572+35.9% | $154,803+55.9% | $142,382+69.5% |
| Participation rate | 78.3% | 82.1%-3.8pp | 78.1%+0.2pp | 80.1%-1.9pp |
| Annual return | 15.50% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,634 | $4,810-66.0% | $4,305-62.0% | $4,299-62.0% |
| Participant deferral / active EE | $5,328 | $6,272-15.1% | $5,540-3.8% | $6,507-18.1% |
| Admin fee / account holder | $12 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |