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 | $205,057 | $176,056+16.5% | $159,436+28.6% | $167,490+22.4% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 19.89% | 331.75%-311.9pp | 263.57%-243.7pp | 478.56%-458.7pp |
| Employer contribution / active EE | $3,284 | $5,297-38.0% | $4,829-32.0% | $4,837-32.1% |
| Participant deferral / active EE | $5,195 | $7,750-33.0% | $7,352-29.3% | $6,341-18.1% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |