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 | $227,115 | $228,332-0.5% | $185,823+22.2% | $158,922+42.9% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 11.94% | 40.80%-28.9pp | 35.95%-24.0pp | 302.83%-290.9pp |
| Employer contribution / active EE | $8,702 | $4,967+75.2% | $4,087+112.9% | $4,761+82.8% |
| Participant deferral / active EE | $13,441 | $6,415+109.5% | $5,632+138.7% | $5,982+124.7% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |