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 | $163,987 | $198,466-17.4% | $170,442-3.8% | $147,584+11.1% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 14.65% | 257.29%-242.6pp | 205.93%-191.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $10,541 | $6,184+70.5% | $5,433+94.0% | $4,876+116.2% |
| Participant deferral / active EE | $7,372 | $5,629+31.0% | $4,939+49.3% | $5,439+35.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |