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 | $163,362 | $159,901+2.2% | $146,958+11.2% | $145,922+12.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 13.94% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $4,198 | $5,286-20.6% | $4,933-14.9% | $4,660-9.9% |
| Participant deferral / active EE | $10,921 | $8,428+29.6% | $8,070+35.3% | $6,688+63.3% |
| Admin fee / account holder | $71 | $15,044-99.5% | $12,998-99.5% | $13,397-99.5% |