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 3-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 | $196,093 | $99,640+96.8% | $86,436+126.9% | $134,475+45.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 350.95% | 6782.58%-6431.6pp | 4394.89%-4043.9pp | 417.96%-67.0pp |
| Employer contribution / active EE | $4,823 | $4,400+9.6% | $3,769+28.0% | $4,740+1.8% |
| Participant deferral / active EE | $4,823 | $7,246-33.4% | $6,952-30.6% | $6,400-24.6% |
| Admin fee / account holder | $257 | $8,371-96.9% | $6,731-96.2% | $11,426-97.8% |