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 | $142,945 | $144,119-0.8% | $117,854+21.3% | $147,584-3.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.50% | 531.15%-510.6pp | 335.08%-314.6pp | 578.55%-558.0pp |
| Employer contribution / active EE | $15,493 | $4,896+216.4% | $3,786+309.2% | $4,876+217.7% |
| Participant deferral / active EE | $14,800 | $5,316+178.4% | $4,482+230.2% | $5,439+172.1% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |