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 | $199,437 | $84,149+137.0% | $76,080+162.1% | $167,490+19.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 25.33% | 54.99%-29.7pp | 42.50%-17.2pp | 478.56%-453.2pp |
| Employer contribution / active EE | $16,289 | $4,618+252.7% | $3,962+311.1% | $4,837+236.7% |
| Participant deferral / active EE | $0 | $5,796-100.0% | $4,905-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $6,410-100.0% | $4,883-100.0% | $12,309-100.0% |