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 | $193,900 | $97,757+98.3% | $83,848+131.3% | $135,375+43.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 6.03% | 1287.37%-1281.3pp | 850.88%-844.9pp | 519.73%-513.7pp |
| Employer contribution / active EE | $1,895 | $4,222-55.1% | $3,631-47.8% | $4,779-60.3% |
| Participant deferral / active EE | $9,073 | $4,682+93.8% | $4,082+122.3% | $5,609+61.8% |
| Admin fee / account holder | $23 | $6,674-99.7% | $5,478-99.6% | $10,827-99.8% |