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 | $158,140 | $180,449-12.4% | $154,107+2.6% | $135,375+16.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.93% | 888.09%-893.0pp | 735.12%-740.0pp | 519.73%-524.7pp |
| Employer contribution / active EE | $6,414 | $6,035+6.3% | $5,298+21.1% | $4,779+34.2% |
| Participant deferral / active EE | $5,144 | $5,806-11.4% | $5,081+1.3% | $5,609-8.3% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |