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 | $58,161 | $198,466-70.7% | $170,442-65.9% | $147,584-60.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.87% | 257.29%-233.4pp | 205.93%-182.1pp | 578.55%-554.7pp |
| Employer contribution / active EE | $8,495 | $6,184+37.4% | $5,433+56.4% | $4,876+74.2% |
| Participant deferral / active EE | $6,462 | $5,629+14.8% | $4,939+30.8% | $5,439+18.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |