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 | $108,105 | $209,832-48.5% | $189,513-43.0% | $167,490-35.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.44% | 748.27%-727.8pp | 555.15%-534.7pp | 478.56%-458.1pp |
| Employer contribution / active EE | $1,727 | $6,914-75.0% | $6,162-72.0% | $4,837-64.3% |
| Participant deferral / active EE | $7,810 | $8,935-12.6% | $8,221-5.0% | $6,341+23.2% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |