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 | $139,638 | $202,318-31.0% | $172,739-19.2% | $152,861-8.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.88% | 1029.65%-1000.8pp | 802.84%-774.0pp | 345.32%-316.4pp |
| Employer contribution / active EE | $10,022 | $5,856+71.1% | $5,143+94.9% | $4,762+110.4% |
| Participant deferral / active EE | $6,293 | $5,948+5.8% | $5,198+21.1% | $5,850+7.6% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |