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 | $177,923 | $202,432-12.1% | $169,368+5.1% | $139,434+27.6% |
| Participation rate | 91.7% | 81.1%+10.6pp | 77.1%+14.5pp | 80.3%+11.3pp |
| Annual return | 20.32% | 531.74%-511.4pp | 405.60%-385.3pp | 372.94%-352.6pp |
| Employer contribution / active EE | $4,696 | $4,692+0.1% | $4,013+17.0% | $4,751-1.2% |
| Participant deferral / active EE | $9,762 | $6,938+40.7% | $6,221+56.9% | $6,710+45.5% |
| Admin fee / account holder | $100 | $10,708-99.1% | $9,003-98.9% | $11,403-99.1% |