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 | $151,447 | $99,079+52.9% | $77,999+94.2% | $273,961-44.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.53% | 217.93%-212.4pp | 425.96%-420.4pp | 41.45%-35.9pp |
| Employer contribution / active EE | $5,599 | $3,308+69.3% | $2,470+126.7% | $4,869+15.0% |
| Participant deferral / active EE | $4,732 | $4,306+9.9% | $3,497+35.3% | $5,287-10.5% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |