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 | $190,506 | $138,044+38.0% | $125,339+52.0% | $134,475+41.7% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -14.01% | 750.33%-764.3pp | 572.05%-586.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $4,342 | $5,243-17.2% | $4,814-9.8% | $4,740-8.4% |
| Participant deferral / active EE | $11,569 | $7,799+48.3% | $7,446+55.4% | $6,400+80.8% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |