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 | $151,300 | $172,478-12.3% | $145,661+3.9% | $142,382+6.3% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.2%+10.3pp | 80.1%+7.4pp |
| Annual return | 18.96% | 151.09%-132.1pp | 101.46%-82.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $8,810 | $4,899+79.8% | $4,238+107.9% | $4,299+104.9% |
| Participant deferral / active EE | $13,557 | $8,348+62.4% | $7,198+88.3% | $6,507+108.3% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |