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 | $194,514 | $165,335+17.6% | $149,696+29.9% | $158,922+22.4% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 18.09% | 348.15%-330.1pp | 276.60%-258.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $10,953 | $5,103+114.7% | $4,644+135.8% | $4,761+130.1% |
| Participant deferral / active EE | $4,747 | $7,181-33.9% | $6,842-30.6% | $5,982-20.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |