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 | $189,344 | $100,852+87.7% | $90,404+109.4% | $158,922+19.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.43% | 1724.20%-1712.8pp | 1293.02%-1281.6pp | 302.83%-291.4pp |
| Employer contribution / active EE | $7,937 | $3,689+115.2% | $3,262+143.3% | $4,761+66.7% |
| Participant deferral / active EE | $4,425 | $4,348+1.8% | $3,963+11.6% | $5,982-26.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |