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 | $52,947 | $176,662-70.0% | $130,648-59.5% | $152,861-65.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 9.45% | 2692.24%-2682.8pp | 1708.96%-1699.5pp | 345.32%-335.9pp |
| Employer contribution / active EE | $12,321 | $5,742+114.6% | $4,092+201.1% | $4,762+158.7% |
| Participant deferral / active EE | $10,468 | $4,361+140.0% | $3,603+190.5% | $5,850+78.9% |
| Admin fee / account holder | $278 | $7,133-96.1% | $5,464-94.9% | $11,596-97.6% |