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 | $234,379 | $107,334+118.4% | $92,893+152.3% | $152,861+53.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 143.48% | 145.58%-2.1pp | 109.41%+34.1pp | 345.32%-201.8pp |
| Employer contribution / active EE | $1,992 | $4,221-52.8% | $3,653-45.5% | $4,762-58.2% |
| Participant deferral / active EE | $6,080 | $4,845+25.5% | $4,236+43.5% | $5,850+3.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |