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 | $210,780 | $190,805+10.5% | $159,960+31.8% | $134,475+56.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -0.00% | 552.23%-552.2pp | 408.60%-408.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,936 | $4,995-61.2% | $4,226-54.2% | $4,740-59.2% |
| Participant deferral / active EE | $13,213 | $6,923+90.8% | $6,182+113.7% | $6,400+106.5% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |