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 | $128,410 | $114,047+12.6% | $96,139+33.6% | $167,490-23.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.27% | 189.88%-176.6pp | 191.94%-178.7pp | 478.56%-465.3pp |
| Employer contribution / active EE | $7,383 | $3,427+115.4% | $2,797+164.0% | $4,837+52.6% |
| Participant deferral / active EE | $15,857 | $5,194+205.3% | $4,349+264.6% | $6,341+150.1% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |