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 | $206,916 | $99,020+109.0% | $86,590+139.0% | $147,584+40.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.92% | 1312.34%-1296.4pp | 964.84%-948.9pp | 578.55%-562.6pp |
| Employer contribution / active EE | $11,683 | $3,132+273.0% | $2,839+311.5% | $4,876+139.6% |
| Participant deferral / active EE | $12,688 | $3,972+219.4% | $3,609+251.6% | $5,439+133.3% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |