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 | $91,718 | $209,832-56.3% | $189,513-51.6% | $167,490-45.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.30% | 748.27%-729.0pp | 555.15%-535.9pp | 478.56%-459.3pp |
| Employer contribution / active EE | $2,136 | $6,914-69.1% | $6,162-65.3% | $4,837-55.8% |
| Participant deferral / active EE | $9,669 | $8,935+8.2% | $8,221+17.6% | $6,341+52.5% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |