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 | $211,210 | $209,832+0.7% | $189,513+11.4% | $167,490+26.1% |
| Participation rate | 86.7% | 88.7%-2.0pp | 87.8%-1.1pp | 82.1%+4.6pp |
| Annual return | 16.29% | 748.27%-732.0pp | 555.15%-538.9pp | 478.56%-462.3pp |
| Employer contribution / active EE | $3,680 | $6,914-46.8% | $6,162-40.3% | $4,837-23.9% |
| Participant deferral / active EE | $8,995 | $8,935+0.7% | $8,221+9.4% | $6,341+41.8% |
| Admin fee / account holder | $157 | $14,293-98.9% | $12,045-98.7% | $12,309-98.7% |