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 | $217,195 | $183,963+18.1% | $162,163+33.9% | $152,861+42.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.23% | 150.76%-123.5pp | 115.59%-88.4pp | 345.32%-318.1pp |
| Employer contribution / active EE | $3,233 | $6,371-49.3% | $5,614-42.4% | $4,762-32.1% |
| Participant deferral / active EE | $7,326 | $8,034-8.8% | $7,298+0.4% | $5,850+25.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |