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 6-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 | $116,585 | $201,272-42.1% | $184,203-36.7% | $145,922-20.1% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 219.47% | 29.00%+190.5pp | 28.81%+190.7pp | 561.29%-341.8pp |
| Employer contribution / active EE | $6,976 | $7,022-0.7% | $6,427+8.5% | $4,660+49.7% |
| Participant deferral / active EE | $13,561 | $9,806+38.3% | $9,131+48.5% | $6,688+102.8% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |