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 | $236,799 | $138,065+71.5% | $123,544+91.7% | $135,375+74.9% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | 6.42% | 153.68%-147.3pp | 119.20%-112.8pp | 519.73%-513.3pp |
| Employer contribution / active EE | $7,606 | $5,151+47.6% | $4,628+64.3% | $4,779+59.2% |
| Participant deferral / active EE | $7,375 | $6,799+8.5% | $6,426+14.8% | $5,609+31.5% |
| Admin fee / account holder | $294 | $10,916-97.3% | $9,284-96.8% | $10,827-97.3% |