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 | $190,171 | $198,466-4.2% | $170,442+11.6% | $147,584+28.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.69% | 257.29%-233.6pp | 205.93%-182.2pp | 578.55%-554.9pp |
| Employer contribution / active EE | $8,716 | $6,184+41.0% | $5,433+60.4% | $4,876+78.7% |
| Participant deferral / active EE | $4,276 | $5,629-24.0% | $4,939-13.4% | $5,439-21.4% |
| Admin fee / account holder | $40 | $16,852-99.8% | $13,880-99.7% | $10,885-99.6% |