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 | $204,177 | $99,020+106.2% | $86,590+135.8% | $147,584+38.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.27% | 1312.34%-1297.1pp | 964.84%-949.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $11,687 | $3,132+273.1% | $2,839+311.6% | $4,876+139.7% |
| Participant deferral / active EE | $11,959 | $3,972+201.1% | $3,609+231.4% | $5,439+119.9% |
| Admin fee / account holder | -$67 | $5,710-101.2% | $4,906-101.4% | $10,885-100.6% |