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 | $197,474 | $159,901+23.5% | $146,958+34.4% | $145,922+35.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.06% | 98.13%-82.1pp | 418.34%-402.3pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,462 | $5,286-53.4% | $4,933-50.1% | $4,660-47.2% |
| Participant deferral / active EE | $9,435 | $8,428+11.9% | $8,070+16.9% | $6,688+41.1% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |