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 | $160,191 | $138,065+16.0% | $123,544+29.7% | $135,375+18.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -0.54% | 153.68%-154.2pp | 119.20%-119.7pp | 519.73%-520.3pp |
| Employer contribution / active EE | $6,107 | $5,151+18.5% | $4,628+32.0% | $4,779+27.8% |
| Participant deferral / active EE | $11,669 | $6,799+71.6% | $6,426+81.6% | $5,609+108.1% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |