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 | $195,910 | $100,852+94.3% | $90,404+116.7% | $158,922+23.3% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 8.16% | 1724.20%-1716.0pp | 1293.02%-1284.9pp | 302.83%-294.7pp |
| Employer contribution / active EE | $9,660 | $3,689+161.9% | $3,262+196.1% | $4,761+102.9% |
| Participant deferral / active EE | $10,151 | $4,348+133.5% | $3,963+156.1% | $5,982+69.7% |
| Admin fee / account holder | $94 | $6,501-98.6% | $5,611-98.3% | $11,246-99.2% |