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 5-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 | $242,483 | $217,402+11.5% | $185,823+30.5% | $167,490+44.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13933.10% | 148.36%+13784.7pp | 122.05%+13811.1pp | 478.56%+13454.5pp |
| Employer contribution / active EE | $6,047 | $5,873+3.0% | $5,167+17.0% | $4,837+25.0% |
| Participant deferral / active EE | $15,235 | $6,356+139.7% | $5,568+173.6% | $6,341+140.3% |
| Admin fee / account holder | $59 | $19,811-99.7% | $16,237-99.6% | $12,309-99.5% |