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 | $180,311 | $159,901+12.8% | $146,958+22.7% | $145,922+23.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.95% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,008 | $5,286-62.0% | $4,933-59.3% | $4,660-56.9% |
| Participant deferral / active EE | $5,098 | $8,428-39.5% | $8,070-36.8% | $6,688-23.8% |
| Admin fee / account holder | $191 | $15,044-98.7% | $12,998-98.5% | $13,397-98.6% |