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 3-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 | $98,077 | $210,648-53.4% | $177,989-44.9% | $145,922-32.8% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 377.69% | 385.86%-8.2pp | 294.48%+83.2pp | 561.29%-183.6pp |
| Employer contribution / active EE | $3,372 | $4,565-26.1% | $3,949-14.6% | $4,660-27.6% |
| Participant deferral / active EE | $10,268 | $6,958+47.6% | $6,276+63.6% | $6,688+53.5% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |