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 | $159,747 | $152,509+4.7% | $117,472+36.0% | $134,475+18.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 458.54% | 52.99%+405.5pp | 29.74%+428.8pp | 417.96%+40.6pp |
| Employer contribution / active EE | $2,857 | $5,571-48.7% | $4,176-31.6% | $4,740-39.7% |
| Participant deferral / active EE | $0 | $4,818-100.0% | $4,070-100.0% | $6,400-100.0% |
| Admin fee / account holder | $188 | $7,004-97.3% | $5,645-96.7% | $11,426-98.4% |