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 | $201,172 | $183,963+9.4% | $162,163+24.1% | $152,861+31.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.18% | 150.76%-126.6pp | 115.59%-91.4pp | 345.32%-321.1pp |
| Employer contribution / active EE | $9,371 | $6,371+47.1% | $5,614+66.9% | $4,762+96.8% |
| Participant deferral / active EE | $11,484 | $8,034+42.9% | $7,298+57.4% | $5,850+96.3% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |