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 | $203,226 | $198,466+2.4% | $170,442+19.2% | $147,584+37.7% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 27.01% | 257.29%-230.3pp | 205.93%-178.9pp | 578.55%-551.5pp |
| Employer contribution / active EE | $1,909 | $6,184-69.1% | $5,433-64.9% | $4,876-60.8% |
| Participant deferral / active EE | $5,621 | $5,629-0.2% | $4,939+13.8% | $5,439+3.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |