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 | $134,331 | $99,079+35.6% | $77,999+72.2% | $273,961-51.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 17.00% | 217.93%-200.9pp | 425.96%-409.0pp | 41.45%-24.5pp |
| Employer contribution / active EE | $7,890 | $3,308+138.5% | $2,470+219.4% | $4,869+62.1% |
| Participant deferral / active EE | $15,351 | $4,306+256.5% | $3,497+339.0% | $5,287+190.4% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |