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 | $87,599 | $160,055-45.3% | $140,016-37.4% | $135,375-35.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 7.12% | 911.38%-904.3pp | 651.12%-644.0pp | 519.73%-512.6pp |
| Employer contribution / active EE | $2,186 | $6,420-66.0% | $5,606-61.0% | $4,779-54.3% |
| Participant deferral / active EE | $3,884 | $7,642-49.2% | $6,927-43.9% | $5,609-30.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |