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 | $183,854 | $176,377+4.2% | $134,143+37.1% | $158,922+15.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 9.96% | 63.63%-53.7pp | 36.33%-26.4pp | 302.83%-292.9pp |
| Employer contribution / active EE | $5,803 | $5,040+15.1% | $3,704+56.7% | $4,761+21.9% |
| Participant deferral / active EE | $13,864 | $4,091+238.9% | $3,499+296.2% | $5,982+131.8% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |