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 | $153,984 | $159,602-3.5% | $150,045+2.6% | $142,382+8.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 548.07% | 70.24%+477.8pp | 62.55%+485.5pp | 217.08%+331.0pp |
| Employer contribution / active EE | $3,954 | $4,961-20.3% | $4,693-15.8% | $4,299-8.0% |
| Participant deferral / active EE | $7,275 | $8,310-12.5% | $7,997-9.0% | $6,507+11.8% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |