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 | $114,366 | $70,756+61.6% | $65,493+74.6% | $142,382-19.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.78% | 1754.89%-1735.1pp | 982.45%-962.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $3,435 | $2,881+19.2% | $2,574+33.4% | $4,299-20.1% |
| Participant deferral / active EE | $13,295 | $4,637+186.7% | $3,961+235.7% | $6,507+104.3% |
| Admin fee / account holder | $245 | $6,559-96.3% | $5,028-95.1% | $12,624-98.1% |