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 | $185,591 | $157,256+18.0% | $141,162+31.5% | $152,861+21.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 20.06% | 64.32%-44.3pp | 71.39%-51.3pp | 345.32%-325.3pp |
| Employer contribution / active EE | $8,856 | $5,261+68.3% | $4,735+87.0% | $4,762+86.0% |
| Participant deferral / active EE | $6,253 | $7,109-12.0% | $6,709-6.8% | $5,850+6.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |