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 | $222,681 | $155,788+42.9% | $124,672+78.6% | $167,490+33.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 16.17% | 17.97%-1.8pp | 5142.93%-5126.8pp | 478.56%-462.4pp |
| Employer contribution / active EE | $2,266 | $4,163-45.6% | $3,324-31.8% | $4,837-53.1% |
| Participant deferral / active EE | $10,312 | $5,673+81.8% | $4,614+123.5% | $6,341+62.6% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |