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 6-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 | $159,898 | $209,832-23.8% | $189,513-15.6% | $167,490-4.5% |
| Participation rate | 72.7% | 88.7%-15.9pp | 87.8%-15.1pp | 82.1%-9.4pp |
| Annual return | 18.71% | 748.27%-729.6pp | 555.15%-536.4pp | 478.56%-459.8pp |
| Employer contribution / active EE | $11,761 | $6,914+70.1% | $6,162+90.9% | $4,837+143.1% |
| Participant deferral / active EE | $11,813 | $8,935+32.2% | $8,221+43.7% | $6,341+86.3% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |