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 | $224,333 | $183,963+21.9% | $162,163+38.3% | $152,861+46.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.03% | 150.76%-123.7pp | 115.59%-88.6pp | 345.32%-318.3pp |
| Employer contribution / active EE | $5,571 | $6,371-12.6% | $5,614-0.8% | $4,762+17.0% |
| Participant deferral / active EE | $17,217 | $8,034+114.3% | $7,298+135.9% | $5,850+194.3% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |