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 | $144,750 | $183,963-21.3% | $162,163-10.7% | $152,861-5.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 48.51% | 150.76%-102.3pp | 115.59%-67.1pp | 345.32%-296.8pp |
| Employer contribution / active EE | $8,400 | $6,371+31.9% | $5,614+49.6% | $4,762+76.4% |
| Participant deferral / active EE | $11,000 | $8,034+36.9% | $7,298+50.7% | $5,850+88.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |