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 | $226,407 | $185,200+22.2% | $142,863+58.5% | $167,490+35.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 19.77% | 8555.70%-8535.9pp | 5637.54%-5617.8pp | 478.56%-458.8pp |
| Employer contribution / active EE | $2,956 | $5,604-47.3% | $4,144-28.7% | $4,837-38.9% |
| Participant deferral / active EE | $5,786 | $4,494+28.7% | $3,837+50.8% | $6,341-8.8% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |