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 7-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 | $57,298 | $165,335-65.3% | $149,696-61.7% | $158,922-63.9% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 378.69% | 348.15%+30.5pp | 276.60%+102.1pp | 302.83%+75.9pp |
| Employer contribution / active EE | $6,113 | $5,103+19.8% | $4,644+31.6% | $4,761+28.4% |
| Participant deferral / active EE | $9,589 | $7,181+33.5% | $6,842+40.2% | $5,982+60.3% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |