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 | $132,677 | $165,335-19.8% | $149,696-11.4% | $158,922-16.5% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 20.09% | 348.15%-328.1pp | 276.60%-256.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $3,749 | $5,103-26.5% | $4,644-19.3% | $4,761-21.3% |
| Participant deferral / active EE | $11,187 | $7,181+55.8% | $6,842+63.5% | $5,982+87.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |