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 | $126,963 | $99,020+28.2% | $86,590+46.6% | $147,584-14.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.25% | 1312.34%-1296.1pp | 964.84%-948.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $10,281 | $3,132+228.3% | $2,839+262.1% | $4,876+110.8% |
| Participant deferral / active EE | $6,201 | $3,972+56.1% | $3,609+71.9% | $5,439+14.0% |
| Admin fee / account holder | -$200 | $5,710-103.5% | $4,906-104.1% | $10,885-101.8% |