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 | $209,028 | $183,519+13.9% | $155,509+34.4% | $145,922+43.2% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 14.45% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $9,458 | $5,313+78.0% | $4,672+102.4% | $4,660+103.0% |
| Participant deferral / active EE | $7,114 | $6,462+10.1% | $5,626+26.4% | $6,688+6.4% |
| Admin fee / account holder | $57 | $19,313-99.7% | $15,912-99.6% | $13,397-99.6% |