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 | $185,583 | $150,187+23.6% | $120,354+54.2% | $145,922+27.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.08% | 154.07%-141.0pp | 107.15%-94.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,016 | $4,348-30.6% | $3,463-12.9% | $4,660-35.3% |
| Participant deferral / active EE | $10,167 | $6,173+64.7% | $4,991+103.7% | $6,688+52.0% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |