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 | $219,119 | $183,519+19.4% | $155,509+40.9% | $145,922+50.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 65.38% | 61.17%+4.2pp | 64.67%+0.7pp | 561.29%-495.9pp |
| Employer contribution / active EE | $2,877 | $5,313-45.9% | $4,672-38.4% | $4,660-38.3% |
| Participant deferral / active EE | $8,283 | $6,462+28.2% | $5,626+47.2% | $6,688+23.9% |
| Admin fee / account holder | $30 | $19,313-99.8% | $15,912-99.8% | $13,397-99.8% |