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 9-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 | $173,736 | $159,901+8.7% | $146,958+18.2% | $145,922+19.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.11% | 98.13%-87.0pp | 418.34%-407.2pp | 561.29%-550.2pp |
| Employer contribution / active EE | $3,418 | $5,286-35.3% | $4,933-30.7% | $4,660-26.7% |
| Participant deferral / active EE | $15,127 | $8,428+79.5% | $8,070+87.5% | $6,688+126.2% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |