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 8-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 | $237,709 | $227,553+4.5% | $189,557+25.4% | $167,490+41.9% |
| Participation rate | 83.3% | 82.5%+0.8pp | 78.4%+4.9pp | 82.1%+1.2pp |
| Annual return | 13.28% | 78.40%-65.1pp | 64.17%-50.9pp | 478.56%-465.3pp |
| Employer contribution / active EE | $6,061 | $5,316+14.0% | $4,412+37.4% | $4,837+25.3% |
| Participant deferral / active EE | $10,725 | $7,002+53.2% | $6,174+73.7% | $6,341+69.1% |
| Admin fee / account holder | $15 | $11,878-99.9% | $9,807-99.8% | $12,309-99.9% |