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 9-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 | $171,345 | $202,432-15.4% | $169,368+1.2% | $139,434+22.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.65% | 531.74%-514.1pp | 405.60%-387.9pp | 372.94%-355.3pp |
| Employer contribution / active EE | $8,613 | $4,692+83.6% | $4,013+114.6% | $4,751+81.3% |
| Participant deferral / active EE | $13,863 | $6,938+99.8% | $6,221+122.8% | $6,710+106.6% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |