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 | $184,414 | $165,912+11.2% | $122,332+50.7% | $147,584+25.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 8.89% | 34.55%-25.7pp | 30.27%-21.4pp | 578.55%-569.7pp |
| Employer contribution / active EE | $3,213 | $5,754-44.2% | $4,050-20.7% | $4,876-34.1% |
| Participant deferral / active EE | $3,672 | $4,005-8.3% | $3,287+11.7% | $5,439-32.5% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |