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 | $127,137 | $144,119-11.8% | $117,854+7.9% | $147,584-13.9% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 17.43% | 531.15%-513.7pp | 335.08%-317.6pp | 578.55%-561.1pp |
| Employer contribution / active EE | $18,584 | $4,896+279.5% | $3,786+390.9% | $4,876+281.1% |
| Participant deferral / active EE | $8,685 | $5,316+63.4% | $4,482+93.8% | $5,439+59.7% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |