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 | $164,593 | $158,398+3.9% | $126,539+30.1% | $142,382+15.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.45% | 593.76%-576.3pp | 425.95%-408.5pp | 217.08%-199.6pp |
| Employer contribution / active EE | $6,291 | $4,650+35.3% | $3,674+71.2% | $4,299+46.3% |
| Participant deferral / active EE | $16,026 | $4,767+236.2% | $4,083+292.5% | $6,507+146.3% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |