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 5-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 | $114,116 | $173,345-34.2% | $136,007-16.1% | $145,922-21.8% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.05% | 1163.32%-1145.3pp | 579.32%-561.3pp | 561.29%-543.2pp |
| Employer contribution / active EE | $12,176 | $5,278+130.7% | $4,217+188.8% | $4,660+161.3% |
| Participant deferral / active EE | $30,500 | $8,699+250.6% | $7,025+334.2% | $6,688+356.1% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,397-100.0% |