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 | $73,880 | $176,662-58.2% | $130,648-43.5% | $152,861-51.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 10.89% | 2692.24%-2681.3pp | 1708.96%-1698.1pp | 345.32%-334.4pp |
| Employer contribution / active EE | $11,984 | $5,742+108.7% | $4,092+192.9% | $4,762+151.6% |
| Participant deferral / active EE | $12,867 | $4,361+195.0% | $3,603+257.1% | $5,850+119.9% |
| Admin fee / account holder | $119 | $7,133-98.3% | $5,464-97.8% | $11,596-99.0% |