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 10-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 | $213,720 | $159,901+33.7% | $146,958+45.4% | $145,922+46.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.69% | 98.13%-72.4pp | 418.34%-392.6pp | 561.29%-535.6pp |
| Employer contribution / active EE | $3,820 | $5,286-27.7% | $4,933-22.6% | $4,660-18.0% |
| Participant deferral / active EE | $17,548 | $8,428+108.2% | $8,070+117.4% | $6,688+162.4% |
| Admin fee / account holder | $30 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |