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 | $232,426 | $198,466+17.1% | $170,442+36.4% | $147,584+57.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.95% | 257.29%-232.3pp | 205.93%-181.0pp | 578.55%-553.6pp |
| Employer contribution / active EE | $3,169 | $6,184-48.7% | $5,433-41.7% | $4,876-35.0% |
| Participant deferral / active EE | $9,842 | $5,629+74.8% | $4,939+99.2% | $5,439+81.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |