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 | $89,087 | $181,894-51.0% | $156,549-43.1% | $273,961-67.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 173.42% | 30.74%+142.7pp | 32.23%+141.2pp | 41.45%+132.0pp |
| Employer contribution / active EE | $15,031 | $6,248+140.6% | $5,501+173.2% | $4,869+208.7% |
| Participant deferral / active EE | $5,989 | $5,550+7.9% | $4,871+23.0% | $5,287+13.3% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |