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 | $177,537 | $180,749-1.8% | $160,784+10.4% | $137,256+29.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.51% | 2234.46%-2218.0pp | 1803.92%-1787.4pp | 220.34%-203.8pp |
| Employer contribution / active EE | $8,944 | $4,155+115.2% | $3,733+139.6% | $4,156+115.2% |
| Participant deferral / active EE | $15,404 | $6,844+125.1% | $6,293+144.8% | $6,407+140.4% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |