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 8-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 | $122,519 | $72,400+69.2% | $67,502+81.5% | $145,922-16.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.40% | 7182.46%-7169.1pp | 3512.12%-3498.7pp | 561.29%-547.9pp |
| Employer contribution / active EE | $6,107 | $3,069+99.0% | $2,731+123.6% | $4,660+31.1% |
| Participant deferral / active EE | $13,565 | $4,783+183.6% | $4,000+239.1% | $6,688+102.8% |
| Admin fee / account holder | $17 | $5,539-99.7% | $3,998-99.6% | $13,397-99.9% |