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 | $220,602 | $183,963+19.9% | $162,163+36.0% | $152,861+44.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.99% | 150.76%-125.8pp | 115.59%-90.6pp | 345.32%-320.3pp |
| Employer contribution / active EE | $3,123 | $6,371-51.0% | $5,614-44.4% | $4,762-34.4% |
| Participant deferral / active EE | $7,950 | $8,034-1.0% | $7,298+8.9% | $5,850+35.9% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |