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 | $190,121 | $198,466-4.2% | $170,442+11.5% | $147,584+28.8% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 10.71% | 257.29%-246.6pp | 205.93%-195.2pp | 578.55%-567.8pp |
| Employer contribution / active EE | $4,305 | $6,184-30.4% | $5,433-20.8% | $4,876-11.7% |
| Participant deferral / active EE | $1,971 | $5,629-65.0% | $4,939-60.1% | $5,439-63.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |