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 9-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 | $209,262 | $148,534+40.9% | $135,903+54.0% | $139,434+50.1% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 13.78% | 79.19%-65.4pp | 68.23%-54.4pp | 372.94%-359.2pp |
| Employer contribution / active EE | $3,686 | $5,243-29.7% | $4,856-24.1% | $4,751-22.4% |
| Participant deferral / active EE | $20,171 | $8,100+149.0% | $7,758+160.0% | $6,710+200.6% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |