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 | $176,462 | $167,484+5.4% | $151,611+16.4% | $134,475+31.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 70.45% | 7.80%+62.6pp | 3.33%+67.1pp | 417.96%-347.5pp |
| Employer contribution / active EE | $5,834 | $6,829-14.6% | $6,166-5.4% | $4,740+23.1% |
| Participant deferral / active EE | $11,900 | $8,986+32.4% | $8,363+42.3% | $6,400+85.9% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |