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 | $184,032 | $88,751+107.4% | $81,812+124.9% | $145,922+26.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.26% | 1025.40%-1015.1pp | 773.79%-763.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,327 | $3,083+7.9% | $2,912+14.3% | $4,660-28.6% |
| Participant deferral / active EE | $3,327 | $4,643-28.3% | $4,319-23.0% | $6,688-50.2% |
| Admin fee / account holder | $278 | $8,415-96.7% | $7,386-96.2% | $13,397-97.9% |