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 | $0 | $198,466-100.0% | $170,442-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 19.83% | 257.29%-237.5pp | 205.93%-186.1pp | 578.55%-558.7pp |
| Employer contribution / active EE | $5,078 | $6,184-17.9% | $5,433-6.5% | $4,876+4.1% |
| Participant deferral / active EE | $3,741 | $5,629-33.5% | $4,939-24.3% | $5,439-31.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |