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 | $207,396 | $169,161+22.6% | $129,295+60.4% | $145,959+42.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.98% | 14348.07%-14336.1pp | 9429.28%-9417.3pp | 561.95%-550.0pp |
| Employer contribution / active EE | $13,040 | $5,543+135.2% | $4,157+213.7% | $4,661+179.8% |
| Participant deferral / active EE | $8,308 | $4,989+66.5% | $4,169+99.3% | $6,689+24.2% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |