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 4-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 | $141,309 | $202,432-30.2% | $169,368-16.6% | $139,434+1.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 29.69% | 531.74%-502.1pp | 405.60%-375.9pp | 372.94%-343.3pp |
| Employer contribution / active EE | $11,424 | $4,692+143.5% | $4,013+184.7% | $4,751+140.5% |
| Participant deferral / active EE | $11,087 | $6,938+59.8% | $6,221+78.2% | $6,710+65.2% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |