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 8-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 | $161,240 | $202,318-20.3% | $172,739-6.7% | $152,861+5.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.00% | 1029.65%-1007.7pp | 802.84%-780.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,536 | $5,856-56.7% | $5,143-50.7% | $4,762-46.8% |
| Participant deferral / active EE | $2,287 | $5,948-61.6% | $5,198-56.0% | $5,850-60.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |