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 | $143,015 | $108,919+31.3% | $100,391+42.5% | $145,922-2.0% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 20.50% | 57.88%-37.4pp | 49.20%-28.7pp | 561.29%-540.8pp |
| Employer contribution / active EE | $4,259 | $4,419-3.6% | $3,942+8.1% | $4,660-8.6% |
| Participant deferral / active EE | $8,910 | $8,445+5.5% | $8,082+10.3% | $6,688+33.2% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |