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 | $214,947 | $109,817+95.7% | $98,442+118.4% | $167,490+28.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 21.60% | 1956.69%-1935.1pp | 1492.73%-1471.1pp | 478.56%-457.0pp |
| Employer contribution / active EE | $14,747 | $3,224+357.4% | $2,960+398.3% | $4,837+204.9% |
| Participant deferral / active EE | $11,385 | $4,673+143.6% | $4,276+166.2% | $6,341+79.5% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |