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 | $196,816 | $209,832-6.2% | $189,513+3.9% | $167,490+17.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.64% | 748.27%-727.6pp | 555.15%-534.5pp | 478.56%-457.9pp |
| Employer contribution / active EE | $14,895 | $6,914+115.4% | $6,162+141.7% | $4,837+207.9% |
| Participant deferral / active EE | $17,306 | $8,935+93.7% | $8,221+110.5% | $6,341+172.9% |
| Admin fee / account holder | $4 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |