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 | $173,828 | $154,228+12.7% | $145,433+19.5% | $137,256+26.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.33% | 74.59%-61.3pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,973 | $4,804-17.3% | $4,554-12.8% | $4,156-4.4% |
| Participant deferral / active EE | $6,619 | $8,216-19.4% | $7,897-16.2% | $6,407+3.3% |
| Admin fee / account holder | $1 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |