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 | $132,953 | $226,064-41.2% | $182,532-27.2% | $152,861-13.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 29.43% | 192.51%-163.1pp | 148.54%-119.1pp | 345.32%-315.9pp |
| Employer contribution / active EE | $7,693 | $4,978+54.5% | $4,076+88.7% | $4,762+61.5% |
| Participant deferral / active EE | $17,260 | $6,368+171.0% | $5,524+212.4% | $5,850+195.0% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |