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 | $168,857 | $101,069+67.1% | $81,478+107.2% | $147,584+14.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 73.28% | 32.40%+40.9pp | 38.78%+34.5pp | 578.55%-505.3pp |
| Employer contribution / active EE | $8,450 | $3,205+163.6% | $2,568+229.1% | $4,876+73.3% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $41 | $5,812-99.3% | $4,561-99.1% | $10,885-99.6% |