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 | $169,675 | $202,318-16.1% | $172,739-1.8% | $152,861+11.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.00% | 1029.65%-1010.7pp | 802.84%-783.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $13,193 | $5,856+125.3% | $5,143+156.5% | $4,762+177.0% |
| Participant deferral / active EE | $2,191 | $5,948-63.2% | $5,198-57.8% | $5,850-62.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |