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 | $219,455 | $88,751+147.3% | $81,812+168.2% | $145,922+50.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.85% | 1025.40%-1014.6pp | 773.79%-762.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $3,585 | $3,083+16.3% | $2,912+23.1% | $4,660-23.1% |
| Participant deferral / active EE | $10,491 | $4,643+125.9% | $4,319+142.9% | $6,688+56.9% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |