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 6-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 | $247,081 | $177,572+39.1% | $154,803+59.6% | $142,382+73.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 20.24% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $4,776 | $4,810-0.7% | $4,305+10.9% | $4,299+11.1% |
| Participant deferral / active EE | $14,665 | $6,272+133.8% | $5,540+164.7% | $6,507+125.4% |
| Admin fee / account holder | $166 | $16,786-99.0% | $14,329-98.8% | $12,624-98.7% |