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 | $226,711 | $165,335+37.1% | $149,696+51.4% | $158,922+42.7% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 16.83% | 348.15%-331.3pp | 276.60%-259.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $4,134 | $5,103-19.0% | $4,644-11.0% | $4,761-13.2% |
| Participant deferral / active EE | $9,285 | $7,181+29.3% | $6,842+35.7% | $5,982+55.2% |
| Admin fee / account holder | $117 | $10,807-98.9% | $9,309-98.7% | $11,246-99.0% |