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 | $243,992 | $159,602+52.9% | $150,045+62.6% | $142,382+71.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 16.96% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $5,982 | $4,961+20.6% | $4,693+27.5% | $4,299+39.1% |
| Participant deferral / active EE | $15,688 | $8,310+88.8% | $7,997+96.2% | $6,507+141.1% |
| Admin fee / account holder | $24 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |