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 | $139,978 | $109,327+28.0% | $89,391+56.6% | $158,922-11.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.55% | 345.68%-335.1pp | 245.62%-235.1pp | 302.83%-292.3pp |
| Employer contribution / active EE | $14,413 | $3,170+354.7% | $2,586+457.5% | $4,761+202.7% |
| Participant deferral / active EE | $5,343 | $4,598+16.2% | $3,890+37.4% | $5,982-10.7% |
| Admin fee / account holder | $246 | $6,153-96.0% | $4,881-95.0% | $11,246-97.8% |