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 | $195,232 | $209,411-6.8% | $178,490+9.4% | $158,922+22.8% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 14.92% | 188.75%-173.8pp | 151.07%-136.2pp | 302.83%-287.9pp |
| Employer contribution / active EE | $3,124 | $5,706-45.3% | $5,011-37.7% | $4,761-34.4% |
| Participant deferral / active EE | $8,459 | $5,954+42.1% | $5,202+62.6% | $5,982+41.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |