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 | $181,490 | $209,832-13.5% | $189,513-4.2% | $167,490+8.4% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 18.99% | 748.27%-729.3pp | 555.15%-536.2pp | 478.56%-459.6pp |
| Employer contribution / active EE | $6,751 | $6,914-2.4% | $6,162+9.6% | $4,837+39.6% |
| Participant deferral / active EE | $11,228 | $8,935+25.7% | $8,221+36.6% | $6,341+77.1% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |