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 3-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 | $209,348 | $209,3360% | $197,124+6.2% | $137,256+52.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 222.14% | 48.09%+174.1pp | 44.34%+177.8pp | 220.34%+1.8pp |
| Employer contribution / active EE | $15,026 | $6,591+128.0% | $6,227+141.3% | $4,156+261.5% |
| Participant deferral / active EE | $15,830 | $9,614+64.7% | $9,135+73.3% | $6,407+147.1% |
| Admin fee / account holder | $59 | $17,308-99.7% | $16,298-99.6% | $12,270-99.5% |