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 | $161,483 | $104,106+55.1% | $71,086+127.2% | $135,375+19.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 8.60% | 1256.30%-1247.7pp | 650.59%-642.0pp | 519.73%-511.1pp |
| Employer contribution / active EE | $2,876 | $1,485+93.7% | $1,088+164.4% | $4,779-39.8% |
| Participant deferral / active EE | $5,160 | $2,527+104.2% | $1,874+175.3% | $5,609-8.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |