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 | $132,479 | $202,318-34.5% | $172,739-23.3% | $152,861-13.3% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 19.80% | 1029.65%-1009.8pp | 802.84%-783.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $13,270 | $5,856+126.6% | $5,143+158.0% | $4,762+178.6% |
| Participant deferral / active EE | $7,441 | $5,948+25.1% | $5,198+43.2% | $5,850+27.2% |
| Admin fee / account holder | $88 | $17,109-99.5% | $13,954-99.4% | $11,596-99.2% |