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 | $146,554 | $175,202-16.4% | $149,673-2.1% | $139,434+5.1% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 29.07% | 166.71%-137.6pp | 134.42%-105.4pp | 372.94%-343.9pp |
| Employer contribution / active EE | $2,275 | $5,474-58.4% | $4,818-52.8% | $4,751-52.1% |
| Participant deferral / active EE | $8,280 | $6,519+27.0% | $5,680+45.8% | $6,710+23.4% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |