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 | $173,005 | $99,341+74.2% | $84,750+104.1% | $273,961-36.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2699.87% | 22.93%+2676.9pp | 22.78%+2677.1pp | 41.45%+2658.4pp |
| Employer contribution / active EE | $27,644 | $4,214+556.1% | $3,574+673.4% | $4,869+467.8% |
| Participant deferral / active EE | $9,729 | $4,269+127.9% | $3,712+162.1% | $5,287+84.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |