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 | $171,245 | $180,749-5.3% | $160,784+6.5% | $137,256+24.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.40% | 2234.46%-2215.1pp | 1803.92%-1784.5pp | 220.34%-200.9pp |
| Employer contribution / active EE | $12,951 | $4,155+211.7% | $3,733+247.0% | $4,156+211.6% |
| Participant deferral / active EE | $21,991 | $6,844+221.3% | $6,293+249.5% | $6,407+243.2% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |