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 | $144,384 | $99,020+45.8% | $86,590+66.7% | $147,584-2.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.05% | 1312.34%-1292.3pp | 964.84%-944.8pp | 578.55%-558.5pp |
| Employer contribution / active EE | $14,504 | $3,132+363.1% | $2,839+410.8% | $4,876+197.4% |
| Participant deferral / active EE | $12,823 | $3,972+222.8% | $3,609+255.4% | $5,439+135.8% |
| Admin fee / account holder | $163 | $5,710-97.1% | $4,906-96.7% | $10,885-98.5% |