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 | $245,146 | $209,411+17.1% | $178,490+37.3% | $158,922+54.3% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 15.56% | 188.75%-173.2pp | 151.07%-135.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,782 | $5,706-51.2% | $5,011-44.5% | $4,761-41.6% |
| Participant deferral / active EE | $6,118 | $5,954+2.7% | $5,202+17.6% | $5,982+2.3% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |