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 | $177,936 | $124,185+43.3% | $108,410+64.1% | $167,490+6.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.97% | 1379.64%-1364.7pp | 905.27%-890.3pp | 478.56%-463.6pp |
| Employer contribution / active EE | $11,665 | $4,187+178.6% | $3,558+227.8% | $4,837+141.1% |
| Participant deferral / active EE | $6,846 | $6,908-0.9% | $6,563+4.3% | $6,341+8.0% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |