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 | $204,017 | $209,411-2.6% | $178,490+14.3% | $158,922+28.4% |
| Participation rate | 73.3% | 86.3%-13.0pp | 81.9%-8.6pp | 82.0%-8.6pp |
| Annual return | 17.84% | 188.75%-170.9pp | 151.07%-133.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,302 | $5,706-77.2% | $5,011-74.0% | $4,761-72.7% |
| Participant deferral / active EE | $2,606 | $5,954-56.2% | $5,202-49.9% | $5,982-56.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |