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 | $191,808 | $197,591-2.9% | $177,821+7.9% | $158,922+20.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 16.74% | 58.76%-42.0pp | 48.32%-31.6pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,865 | $6,697-57.2% | $5,918-51.6% | $4,761-39.8% |
| Participant deferral / active EE | $11,399 | $8,405+35.6% | $7,714+47.8% | $5,982+90.5% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |