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 | $240,304 | $100,773+138.5% | $88,946+170.2% | $142,382+68.8% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 14.45% | 70.18%-55.7pp | 57.82%-43.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,995 | $2,918+2.7% | $2,555+17.2% | $4,299-30.3% |
| Participant deferral / active EE | $6,819 | $5,230+30.4% | $4,581+48.8% | $6,507+4.8% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |