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 | $196,039 | $138,065+42.0% | $123,544+58.7% | $135,375+44.8% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -3.56% | 153.68%-157.2pp | 119.20%-122.8pp | 519.73%-523.3pp |
| Employer contribution / active EE | $3,479 | $5,151-32.5% | $4,628-24.8% | $4,779-27.2% |
| Participant deferral / active EE | $10,354 | $6,799+52.3% | $6,426+61.1% | $5,609+84.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |