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 | $157,268 | $96,305+63.3% | $80,569+95.2% | $139,434+12.8% |
| Participation rate | 73.3% | 73.6%-0.3pp | 67.0%+6.3pp | 80.3%-7.0pp |
| Annual return | 13.75% | 1350.08%-1336.3pp | 935.43%-921.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $13,500 | $5,232+158.0% | $4,447+203.5% | $6,710+101.2% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |