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 | $183,068 | $100,852+81.5% | $90,404+102.5% | $158,922+15.2% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 32.42% | 1724.20%-1691.8pp | 1293.02%-1260.6pp | 302.83%-270.4pp |
| Employer contribution / active EE | $855 | $3,689-76.8% | $3,262-73.8% | $4,761-82.0% |
| Participant deferral / active EE | $3,283 | $4,348-24.5% | $3,963-17.2% | $5,982-45.1% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |