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 | $134,736 | $138,065-2.4% | $123,544+9.1% | $135,375-0.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 12.92% | 153.68%-140.8pp | 119.20%-106.3pp | 519.73%-506.8pp |
| Employer contribution / active EE | $3,874 | $5,151-24.8% | $4,628-16.3% | $4,779-18.9% |
| Participant deferral / active EE | $6,809 | $6,799+0.1% | $6,426+6.0% | $5,609+21.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |