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 | $221,099 | $138,065+60.1% | $123,544+79.0% | $135,375+63.3% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | 9.56% | 153.68%-144.1pp | 119.20%-109.6pp | 519.73%-510.2pp |
| Employer contribution / active EE | $3,711 | $5,151-28.0% | $4,628-19.8% | $4,779-22.3% |
| Participant deferral / active EE | $7,263 | $6,799+6.8% | $6,426+13.0% | $5,609+29.5% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |