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 9-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 | $153,004 | $112,729+35.7% | $98,716+55.0% | $137,256+11.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 329.36% | 38.48%+290.9pp | 31.81%+297.5pp | 220.34%+109.0pp |
| Employer contribution / active EE | $1,924 | $2,725-29.4% | $2,279-15.5% | $4,156-53.7% |
| Participant deferral / active EE | $4,155 | $4,640-10.5% | $4,048+2.6% | $6,407-35.2% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |