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 9-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 | $204,623 | $175,202+16.8% | $149,673+36.7% | $139,434+46.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 13.76% | 166.71%-153.0pp | 134.42%-120.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,010 | $5,474-63.3% | $4,818-58.3% | $4,751-57.7% |
| Participant deferral / active EE | $9,528 | $6,519+46.2% | $5,680+67.7% | $6,710+42.0% |
| Admin fee / account holder | $128 | $16,150-99.2% | $13,210-99.0% | $11,403-98.9% |