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 | $146,762 | $109,817+33.6% | $98,442+49.1% | $167,490-12.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.91% | 1956.69%-1940.8pp | 1492.73%-1476.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $2,648 | $3,224-17.9% | $2,960-10.5% | $4,837-45.3% |
| Participant deferral / active EE | $8,092 | $4,673+73.2% | $4,276+89.2% | $6,341+27.6% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |