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 | $188,370 | $183,519+2.6% | $155,509+21.1% | $145,922+29.1% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 1113.47% | 61.17%+1052.3pp | 64.67%+1048.8pp | 561.29%+552.2pp |
| Employer contribution / active EE | $14,571 | $5,313+174.3% | $4,672+211.9% | $4,660+212.7% |
| Participant deferral / active EE | $7,980 | $6,462+23.5% | $5,626+41.8% | $6,688+19.3% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |