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 7-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 | $220,352 | $197,591+11.5% | $177,821+23.9% | $158,922+38.7% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 24.66% | 58.76%-34.1pp | 48.32%-23.7pp | 302.83%-278.2pp |
| Employer contribution / active EE | $8,812 | $6,697+31.6% | $5,918+48.9% | $4,761+85.1% |
| Participant deferral / active EE | $11,085 | $8,405+31.9% | $7,714+43.7% | $5,982+85.3% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |