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 | $214,319 | $209,411+2.3% | $178,490+20.1% | $158,922+34.9% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 9.63% | 188.75%-179.1pp | 151.07%-141.4pp | 302.83%-293.2pp |
| Employer contribution / active EE | $2,550 | $5,706-55.3% | $5,011-49.1% | $4,761-46.4% |
| Participant deferral / active EE | $4,597 | $5,954-22.8% | $5,202-11.6% | $5,982-23.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |