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 | $110,089 | $159,934-31.2% | $147,005-25.1% | $145,959-24.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.41% | 98.24%-87.8pp | 418.76%-408.4pp | 561.95%-551.5pp |
| Employer contribution / active EE | $4,081 | $5,287-22.8% | $4,934-17.3% | $4,661-12.5% |
| Participant deferral / active EE | $17,049 | $8,427+102.3% | $8,070+111.3% | $6,689+154.9% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |