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 9-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 | $152,389 | $159,901-4.7% | $146,958+3.7% | $145,922+4.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 37.19% | 98.13%-60.9pp | 418.34%-381.2pp | 561.29%-524.1pp |
| Employer contribution / active EE | $3,989 | $5,286-24.5% | $4,933-19.1% | $4,660-14.4% |
| Participant deferral / active EE | $6,611 | $8,428-21.6% | $8,070-18.1% | $6,688-1.1% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |