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 | $107,694 | $183,963-41.5% | $162,163-33.6% | $152,861-29.5% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 29.60% | 150.76%-121.2pp | 115.59%-86.0pp | 345.32%-315.7pp |
| Employer contribution / active EE | $6,219 | $6,371-2.4% | $5,614+10.8% | $4,762+30.6% |
| Participant deferral / active EE | $10,369 | $8,034+29.1% | $7,298+42.1% | $5,850+77.2% |
| Admin fee / account holder | $208 | $13,121-98.4% | $10,843-98.1% | $11,596-98.2% |