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 | $204,030 | $178,174+14.5% | $156,181+30.6% | $137,256+48.6% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.8%-6.1pp | 80.0%-7.2pp |
| Annual return | 13.14% | 84.19%-71.1pp | 64.87%-51.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,508 | $4,972-29.4% | $4,294-18.3% | $4,156-15.6% |
| Participant deferral / active EE | $9,124 | $6,888+32.5% | $6,132+48.8% | $6,407+42.4% |
| Admin fee / account holder | $1 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |