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 | $147,166 | $102,604+43.4% | $86,188+70.8% | $139,434+5.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 36.42% | 1922.51%-1886.1pp | 1168.45%-1132.0pp | 372.94%-336.5pp |
| Employer contribution / active EE | $2,847 | $3,032-6.1% | $2,380+19.6% | $4,751-40.1% |
| Participant deferral / active EE | $5,805 | $4,676+24.2% | $3,985+45.7% | $6,710-13.5% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |