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 | $223,838 | $176,056+27.1% | $159,436+40.4% | $167,490+33.6% |
| Participation rate | 94.1% | 84.9%+9.2pp | 82.8%+11.3pp | 82.1%+12.0pp |
| Annual return | 13.16% | 331.75%-318.6pp | 263.57%-250.4pp | 478.56%-465.4pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,022 | $7,750-9.4% | $7,352-4.5% | $6,341+10.7% |
| Admin fee / account holder | $107 | $12,554-99.1% | $10,799-99.0% | $12,309-99.1% |