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 | $207,039 | $109,904+88.4% | $97,167+113.1% | $145,959+41.8% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.3pp | 80.3%-8.9pp |
| Annual return | 14.76% | 243.43%-228.7pp | 75.27%-60.5pp | 561.95%-547.2pp |
| Employer contribution / active EE | $6,201 | $3,084+101.0% | $2,729+127.2% | $4,661+33.0% |
| Participant deferral / active EE | $10,725 | $4,676+129.4% | $4,264+151.6% | $6,689+60.4% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |