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 7-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 | $166,177 | $107,334+54.8% | $92,893+78.9% | $152,861+8.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 30.13% | 145.58%-115.4pp | 109.41%-79.3pp | 345.32%-315.2pp |
| Employer contribution / active EE | $4,255 | $4,221+0.8% | $3,653+16.5% | $4,762-10.7% |
| Participant deferral / active EE | $4,855 | $4,845+0.2% | $4,236+14.6% | $5,850-17.0% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |