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 | $161,180 | $100,852+59.8% | $90,404+78.3% | $158,922+1.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.85% | 1724.20%-1711.4pp | 1293.02%-1280.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $4,299 | $3,689+16.6% | $3,262+31.8% | $4,761-9.7% |
| Participant deferral / active EE | $13,406 | $4,348+208.3% | $3,963+238.3% | $5,982+124.1% |
| Admin fee / account holder | $220 | $6,501-96.6% | $5,611-96.1% | $11,246-98.0% |