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 | $190,768 | $183,963+3.7% | $162,163+17.6% | $152,861+24.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 20.71% | 150.76%-130.1pp | 115.59%-94.9pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,531 | $6,371-60.3% | $5,614-54.9% | $4,762-46.9% |
| Participant deferral / active EE | $8,109 | $8,034+0.9% | $7,298+11.1% | $5,850+38.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |