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 | $155,943 | $202,318-22.9% | $172,739-9.7% | $152,861+2.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.57% | 1029.65%-1007.1pp | 802.84%-780.3pp | 345.32%-322.7pp |
| Employer contribution / active EE | $8,939 | $5,856+52.6% | $5,143+73.8% | $4,762+87.7% |
| Participant deferral / active EE | $10,146 | $5,948+70.6% | $5,198+95.2% | $5,850+73.4% |
| Admin fee / account holder | $125 | $17,109-99.3% | $13,954-99.1% | $11,596-98.9% |