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 | $216,054 | $157,256+37.4% | $141,162+53.1% | $152,861+41.3% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 25.81% | 64.32%-38.5pp | 71.39%-45.6pp | 345.32%-319.5pp |
| Employer contribution / active EE | $5,536 | $5,261+5.2% | $4,735+16.9% | $4,762+16.2% |
| Participant deferral / active EE | $9,011 | $7,109+26.7% | $6,709+34.3% | $5,850+54.0% |
| Admin fee / account holder | $3 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |