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 | $170,843 | $121,625+40.5% | $104,607+63.3% | $158,922+7.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 18.25% | 465.26%-447.0pp | 340.46%-322.2pp | 302.83%-284.6pp |
| Employer contribution / active EE | $7,216 | $3,163+128.1% | $2,681+169.2% | $4,761+51.6% |
| Participant deferral / active EE | $5,490 | $4,177+31.4% | $3,740+46.8% | $5,982-8.2% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |