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 5-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 | $93,038 | $96,305-3.4% | $80,569+15.5% | $139,434-33.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 26.86% | 1350.08%-1323.2pp | 935.43%-908.6pp | 372.94%-346.1pp |
| Employer contribution / active EE | $2,736 | $3,262-16.1% | $2,723+0.5% | $4,751-42.4% |
| Participant deferral / active EE | $30,000 | $5,232+473.4% | $4,447+574.5% | $6,710+347.1% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |