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 | $249,032 | $159,901+55.7% | $146,958+69.5% | $145,922+70.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.90% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $5,315 | $5,286+0.5% | $4,933+7.7% | $4,660+14.1% |
| Participant deferral / active EE | $11,045 | $8,428+31.0% | $8,070+36.9% | $6,688+65.2% |
| Admin fee / account holder | $130 | $15,044-99.1% | $12,998-99.0% | $13,397-99.0% |