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 | $185,411 | $202,318-8.4% | $172,739+7.3% | $152,861+21.3% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 20.05% | 1029.65%-1009.6pp | 802.84%-782.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,822 | $5,856-51.8% | $5,143-45.1% | $4,762-40.8% |
| Participant deferral / active EE | $5,234 | $5,948-12.0% | $5,198+0.7% | $5,850-10.5% |
| Admin fee / account holder | $265 | $17,109-98.5% | $13,954-98.1% | $11,596-97.7% |