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 | $207,488 | $138,065+50.3% | $123,544+67.9% | $135,375+53.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.91% | 153.68%-148.8pp | 119.20%-114.3pp | 519.73%-514.8pp |
| Employer contribution / active EE | $15,332 | $5,151+197.6% | $4,628+231.3% | $4,779+220.8% |
| Participant deferral / active EE | $16,136 | $6,799+137.3% | $6,426+151.1% | $5,609+187.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |