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 9-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 | $213,812 | $171,865+24.4% | $149,718+42.8% | $147,584+44.9% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 15.72% | 2113.22%-2097.5pp | 1501.63%-1485.9pp | 578.55%-562.8pp |
| Employer contribution / active EE | $6,368 | $6,275+1.5% | $5,445+17.0% | $4,876+30.6% |
| Participant deferral / active EE | $6,607 | $7,271-9.1% | $6,569+0.6% | $5,439+21.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |