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 | $197,399 | $159,934+23.4% | $147,005+34.3% | $145,959+35.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 17.36% | 98.24%-80.9pp | 418.76%-401.4pp | 561.95%-544.6pp |
| Employer contribution / active EE | $5,274 | $5,287-0.3% | $4,934+6.9% | $4,661+13.1% |
| Participant deferral / active EE | $13,348 | $8,427+58.4% | $8,070+65.4% | $6,689+99.6% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |