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 | $221,012 | $109,327+102.2% | $89,391+147.2% | $158,922+39.1% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 15.34% | 345.68%-330.3pp | 245.62%-230.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $7,568 | $3,170+138.8% | $2,586+192.7% | $4,761+59.0% |
| Participant deferral / active EE | $5,740 | $4,598+24.8% | $3,890+47.6% | $5,982-4.0% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |