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 | $184,408 | $159,901+15.3% | $146,958+25.5% | $145,922+26.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.14% | 98.13%-83.0pp | 418.34%-403.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,878 | $5,286-64.5% | $4,933-61.9% | $4,660-59.7% |
| Participant deferral / active EE | $25,120 | $8,428+198.0% | $8,070+211.3% | $6,688+275.6% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |