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 | $219,312 | $160,055+37.0% | $140,016+56.6% | $135,375+62.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.85% | 911.38%-912.2pp | 651.12%-652.0pp | 519.73%-520.6pp |
| Employer contribution / active EE | $6,210 | $6,420-3.3% | $5,606+10.8% | $4,779+30.0% |
| Participant deferral / active EE | $7,851 | $7,642+2.7% | $6,927+13.3% | $5,609+40.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |