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 | $188,105 | $180,449+4.2% | $154,107+22.1% | $135,375+39.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.75% | 888.09%-893.8pp | 735.12%-740.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $3,452 | $6,035-42.8% | $5,298-34.8% | $4,779-27.8% |
| Participant deferral / active EE | $12,536 | $5,806+115.9% | $5,081+146.7% | $5,609+123.5% |
| Admin fee / account holder | $237 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |