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 | $247,502 | $96,484+156.5% | $75,886+226.1% | $152,861+61.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 23.50% | 33.98%-10.5pp | 30.76%-7.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $15,096 | $3,309+356.1% | $2,500+503.7% | $4,762+217.0% |
| Participant deferral / active EE | $6,893 | $4,553+51.4% | $3,603+91.3% | $5,850+17.8% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |