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 | $240,566 | $150,440+59.9% | $136,294+76.5% | $147,584+63.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.60% | 1049.08%-1033.5pp | 5155.94%-5140.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,185 | $5,256-77.5% | $4,695-74.8% | $4,876-75.7% |
| Participant deferral / active EE | $8,233 | $6,630+24.2% | $6,247+31.8% | $5,439+51.4% |
| Admin fee / account holder | $94 | $10,905-99.1% | $9,243-99.0% | $10,885-99.1% |