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 | $238,416 | $97,757+143.9% | $83,848+184.3% | $135,375+76.1% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | 8.67% | 1287.37%-1278.7pp | 850.88%-842.2pp | 519.73%-511.1pp |
| Employer contribution / active EE | $1,695 | $4,222-59.9% | $3,631-53.3% | $4,779-64.5% |
| Participant deferral / active EE | $1,672 | $4,682-64.3% | $4,082-59.0% | $5,609-70.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |