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 | $155,639 | $154,117+1.0% | $129,995+19.7% | $139,434+11.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 19.59% | 32.48%-12.9pp | -137.18%+156.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $7,564 | $5,289+43.0% | $4,320+75.1% | $4,751+59.2% |
| Participant deferral / active EE | $17,367 | $6,710+158.8% | $5,820+198.4% | $6,710+158.8% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |