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 | $187,199 | $150,440+24.4% | $136,294+37.3% | $147,584+26.8% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | 18.65% | 1049.08%-1030.4pp | 5155.94%-5137.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,042 | $5,256-61.1% | $4,695-56.5% | $4,876-58.1% |
| Participant deferral / active EE | $6,315 | $6,630-4.8% | $6,247+1.1% | $5,439+16.1% |
| Admin fee / account holder | $23 | $10,905-99.8% | $9,243-99.7% | $10,885-99.8% |