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 | $235,451 | $232,540+1.3% | $185,117+27.2% | $147,584+59.5% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 82.8%-2.8pp |
| Annual return | 11.44% | 43.03%-31.6pp | 40.50%-29.1pp | 578.55%-567.1pp |
| Employer contribution / active EE | $573 | $5,195-89.0% | $4,182-86.3% | $4,876-88.3% |
| Participant deferral / active EE | $3,270 | $5,834-43.9% | $5,045-35.2% | $5,439-39.9% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |