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 8-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 | $240,551 | $183,963+30.8% | $162,163+48.3% | $152,861+57.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.33% | 150.76%-136.4pp | 115.59%-101.3pp | 345.32%-331.0pp |
| Employer contribution / active EE | $2,056 | $6,371-67.7% | $5,614-63.4% | $4,762-56.8% |
| Participant deferral / active EE | $14,911 | $8,034+85.6% | $7,298+104.3% | $5,850+154.9% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |