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 | $136,626 | $198,466-31.2% | $170,442-19.8% | $147,584-7.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.94% | 257.29%-237.4pp | 205.93%-186.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $6,823 | $6,184+10.3% | $5,433+25.6% | $4,876+39.9% |
| Participant deferral / active EE | $3,607 | $5,629-35.9% | $4,939-27.0% | $5,439-33.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |