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 | $173,412 | $72,400+139.5% | $67,502+156.9% | $145,922+18.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.39% | 7182.46%-7169.1pp | 3512.12%-3498.7pp | 561.29%-547.9pp |
| Employer contribution / active EE | $8,704 | $3,069+183.6% | $2,731+218.7% | $4,660+86.8% |
| Participant deferral / active EE | $20,293 | $4,783+324.3% | $4,000+407.3% | $6,688+203.4% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |