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 | $146,334 | $96,305+51.9% | $80,569+81.6% | $139,434+4.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.88% | 1350.08%-1328.2pp | 935.43%-913.5pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,474 | $3,262-24.2% | $2,723-9.2% | $4,751-47.9% |
| Participant deferral / active EE | $13,215 | $5,232+152.6% | $4,447+197.1% | $6,710+96.9% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |