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 | $177,151 | $183,963-3.7% | $162,163+9.2% | $152,861+15.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 11027.71% | 150.76%+10876.9pp | 115.59%+10912.1pp | 345.32%+10682.4pp |
| Employer contribution / active EE | $1,766 | $6,371-72.3% | $5,614-68.5% | $4,762-62.9% |
| Participant deferral / active EE | $8,533 | $8,034+6.2% | $7,298+16.9% | $5,850+45.9% |
| Admin fee / account holder | $274 | $13,121-97.9% | $10,843-97.5% | $11,596-97.6% |