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 | $225,408 | $198,466+13.6% | $170,442+32.2% | $147,584+52.7% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 10.51% | 257.29%-246.8pp | 205.93%-195.4pp | 578.55%-568.0pp |
| Employer contribution / active EE | $2,645 | $6,184-57.2% | $5,433-51.3% | $4,876-45.8% |
| Participant deferral / active EE | $6,509 | $5,629+15.6% | $4,939+31.8% | $5,439+19.7% |
| Admin fee / account holder | $57 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |