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 | $169,813 | $144,119+17.8% | $117,854+44.1% | $147,584+15.1% |
| Participation rate | 70.0% | 83.4%-13.4pp | 79.7%-9.7pp | 82.8%-12.8pp |
| Annual return | 18.44% | 531.15%-512.7pp | 335.08%-316.6pp | 578.55%-560.1pp |
| Employer contribution / active EE | $3,367 | $4,896-31.2% | $3,786-11.1% | $4,876-30.9% |
| Participant deferral / active EE | $9,289 | $5,316+74.7% | $4,482+107.3% | $5,439+70.8% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |