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 | $161,475 | $144,119+12.0% | $117,854+37.0% | $147,584+9.4% |
| Participation rate | 77.8% | 83.4%-5.6pp | 79.7%-1.9pp | 82.8%-5.1pp |
| Annual return | 20.84% | 531.15%-510.3pp | 335.08%-314.2pp | 578.55%-557.7pp |
| Employer contribution / active EE | $3,546 | $4,896-27.6% | $3,786-6.3% | $4,876-27.3% |
| Participant deferral / active EE | $9,238 | $5,316+73.8% | $4,482+106.1% | $5,439+69.9% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |