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 | $219,682 | $198,466+10.7% | $170,442+28.9% | $147,584+48.9% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 16.40% | 257.29%-240.9pp | 205.93%-189.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,967 | $6,184-52.0% | $5,433-45.4% | $4,876-39.1% |
| Participant deferral / active EE | $6,766 | $5,629+20.2% | $4,939+37.0% | $5,439+24.4% |
| Admin fee / account holder | $99 | $16,852-99.4% | $13,880-99.3% | $10,885-99.1% |