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 | $219,468 | $201,272+9.0% | $184,203+19.1% | $145,922+50.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.20% | 29.00%+1.2pp | 28.81%+1.4pp | 561.29%-531.1pp |
| Employer contribution / active EE | $9,321 | $7,022+32.8% | $6,427+45.0% | $4,660+100.0% |
| Participant deferral / active EE | $16,786 | $9,806+71.2% | $9,131+83.8% | $6,688+151.0% |
| Admin fee / account holder | $102 | $16,364-99.4% | $13,901-99.3% | $13,397-99.2% |