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 8-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 | $105,009 | $68,097+54.2% | $62,929+66.9% | $137,256-23.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 19.78% | 1859.11%-1839.3pp | 1063.93%-1044.2pp | 220.34%-200.6pp |
| Employer contribution / active EE | $704 | $2,811-75.0% | $2,505-71.9% | $4,156-83.1% |
| Participant deferral / active EE | $3,293 | $4,553-27.7% | $3,888-15.3% | $6,407-48.6% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |