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 | $192,280 | $215,361-10.7% | $171,082+12.4% | $273,961-29.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 123.06% | 25.14%+97.9pp | 32.56%+90.5pp | 41.45%+81.6pp |
| Employer contribution / active EE | $1,183 | $4,967-76.2% | $4,002-70.4% | $4,869-75.7% |
| Participant deferral / active EE | $13,550 | $5,543+144.4% | $4,797+182.4% | $5,287+156.3% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |