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 | $207,711 | $210,648-1.4% | $177,989+16.7% | $145,922+42.3% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 25.28% | 385.86%-360.6pp | 294.48%-269.2pp | 561.29%-536.0pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,897 | $6,958-0.9% | $6,276+9.9% | $6,688+3.1% |
| Admin fee / account holder | $21 | $12,013-99.8% | $10,363-99.8% | $13,397-99.8% |