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 | $132,240 | $88,751+49.0% | $81,812+61.6% | $145,922-9.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.25% | 1025.40%-1015.2pp | 773.79%-763.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,614 | $3,083-15.2% | $2,912-10.2% | $4,660-43.9% |
| Participant deferral / active EE | $3,921 | $4,643-15.6% | $4,319-9.2% | $6,688-41.4% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |