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 | $219,316 | $72,071+204.3% | $68,368+220.8% | $137,256+59.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.87% | 353.14%-331.3pp | 292.57%-270.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $6,239 | $2,788+123.8% | $2,649+135.5% | $4,156+50.1% |
| Participant deferral / active EE | $11,704 | $4,410+165.4% | $4,123+183.9% | $6,407+82.7% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |