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 | $191,092 | $74,888+155.2% | $71,209+168.4% | $142,382+34.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.47% | 345.14%-331.7pp | 282.51%-269.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $5,472 | $2,854+91.7% | $2,721+101.1% | $4,299+27.3% |
| Participant deferral / active EE | $7,809 | $4,454+75.3% | $4,175+87.0% | $6,507+20.0% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |