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 6-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 | $199,666 | $148,534+34.4% | $135,903+46.9% | $139,434+43.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 888.80% | 79.19%+809.6pp | 68.23%+820.6pp | 372.94%+515.9pp |
| Employer contribution / active EE | $3,145 | $5,243-40.0% | $4,856-35.2% | $4,751-33.8% |
| Participant deferral / active EE | $2,912 | $8,100-64.1% | $7,758-62.5% | $6,710-56.6% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |