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 | $189,564 | $138,044+37.3% | $125,339+51.2% | $134,475+41.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | 5.59% | 750.33%-744.7pp | 572.05%-566.5pp | 417.96%-412.4pp |
| Employer contribution / active EE | $15,359 | $5,243+192.9% | $4,814+219.1% | $4,740+224.0% |
| Participant deferral / active EE | $13,036 | $7,799+67.2% | $7,446+75.1% | $6,400+103.7% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |