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 | $119,934 | $185,822-35.5% | $169,993-29.4% | $139,434-14.0% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 19.42% | 60.50%-41.1pp | 53.37%-34.0pp | 372.94%-353.5pp |
| Employer contribution / active EE | $9,499 | $7,590+25.2% | $6,785+40.0% | $4,751+100.0% |
| Participant deferral / active EE | $8,819 | $11,622-24.1% | $10,408-15.3% | $6,710+31.4% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |