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 | $240,419 | $88,751+170.9% | $81,812+193.9% | $145,922+64.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.12% | 1025.40%-1013.3pp | 773.79%-761.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $10,314 | $3,083+234.5% | $2,912+254.2% | $4,660+121.3% |
| Participant deferral / active EE | $7,825 | $4,643+68.5% | $4,319+81.2% | $6,688+17.0% |
| Admin fee / account holder | $172 | $8,415-98.0% | $7,386-97.7% | $13,397-98.7% |