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 | $242,172 | $183,519+32.0% | $155,509+55.7% | $145,922+66.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 20.08% | 61.17%-41.1pp | 64.67%-44.6pp | 561.29%-541.2pp |
| Employer contribution / active EE | $2,761 | $5,313-48.0% | $4,672-40.9% | $4,660-40.7% |
| Participant deferral / active EE | $10,734 | $6,462+66.1% | $5,626+90.8% | $6,688+60.5% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |