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 | $232,764 | $148,534+56.7% | $135,903+71.3% | $139,434+66.9% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 21.28% | 79.19%-57.9pp | 68.23%-47.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $8,900 | $5,243+69.8% | $4,856+83.3% | $4,751+87.3% |
| Participant deferral / active EE | $8,283 | $8,100+2.3% | $7,758+6.8% | $6,710+23.4% |
| Admin fee / account holder | $247 | $12,400-98.0% | $10,762-97.7% | $11,403-97.8% |