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 | $156,829 | $109,327+43.4% | $89,391+75.4% | $158,922-1.3% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 15.21% | 345.68%-330.5pp | 245.62%-230.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $4,072 | $3,170+28.5% | $2,586+57.5% | $4,761-14.5% |
| Participant deferral / active EE | $7,822 | $4,598+70.1% | $3,890+101.1% | $5,982+30.8% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |