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 | $127,568 | $202,318-36.9% | $172,739-26.1% | $152,861-16.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.34% | 1029.65%-1008.3pp | 802.84%-781.5pp | 345.32%-324.0pp |
| Employer contribution / active EE | $17,715 | $5,856+202.5% | $5,143+244.5% | $4,762+272.0% |
| Participant deferral / active EE | $7,981 | $5,948+34.2% | $5,198+53.6% | $5,850+36.4% |
| Admin fee / account holder | $6 | $17,109-100.0% | $13,954-100.0% | $11,596-99.9% |