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 | $233,579 | $98,240+137.8% | $82,313+183.8% | $147,584+58.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.22% | 30.85%-13.6pp | 25.88%-8.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $37,982 | $3,192+1090.0% | $2,428+1464.2% | $4,876+678.9% |
| Participant deferral / active EE | $25,816 | $4,383+489.0% | $3,706+596.6% | $5,439+374.7% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |