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 | $215,750 | $157,256+37.2% | $141,162+52.8% | $152,861+41.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 28.15% | 64.32%-36.2pp | 71.39%-43.2pp | 345.32%-317.2pp |
| Employer contribution / active EE | $5,893 | $5,261+12.0% | $4,735+24.5% | $4,762+23.7% |
| Participant deferral / active EE | $16,187 | $7,109+127.7% | $6,709+141.3% | $5,850+176.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |