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 | $161,071 | $76,738+109.9% | $56,411+185.5% | $145,922+10.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 23.11% | 2994.23%-2971.1pp | 1701.33%-1678.2pp | 561.29%-538.2pp |
| Employer contribution / active EE | $5,392 | $1,380+290.8% | $1,039+419.1% | $4,660+15.7% |
| Participant deferral / active EE | $0 | $2,623-100.0% | $1,952-100.0% | $6,688-100.0% |
| Admin fee / account holder | $74 | $3,334-97.8% | $2,829-97.4% | $13,397-99.4% |