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 | $181,617 | $121,625+49.3% | $104,607+73.6% | $158,922+14.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 9.56% | 465.26%-455.7pp | 340.46%-330.9pp | 302.83%-293.3pp |
| Employer contribution / active EE | $1,489 | $3,163-52.9% | $2,681-44.4% | $4,761-68.7% |
| Participant deferral / active EE | $5,094 | $4,177+22.0% | $3,740+36.2% | $5,982-14.8% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |