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 | $230,222 | $202,318+13.8% | $172,739+33.3% | $152,861+50.6% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 15.60% | 1029.65%-1014.1pp | 802.84%-787.2pp | 345.32%-329.7pp |
| Employer contribution / active EE | $1,866 | $5,856-68.1% | $5,143-63.7% | $4,762-60.8% |
| Participant deferral / active EE | $6,219 | $5,948+4.6% | $5,198+19.6% | $5,850+6.3% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |