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 | $84,678 | $138,065-38.7% | $123,544-31.5% | $135,375-37.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 9.71% | 153.68%-144.0pp | 119.20%-109.5pp | 519.73%-510.0pp |
| Employer contribution / active EE | $9,508 | $5,151+84.6% | $4,628+105.5% | $4,779+99.0% |
| Participant deferral / active EE | $14,874 | $6,799+118.8% | $6,426+131.5% | $5,609+165.2% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |