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 5-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 | $163,676 | $126,574+29.3% | $106,213+54.1% | $145,922+12.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.92% | 224.79%-208.9pp | 116.14%-100.2pp | 561.29%-545.4pp |
| Employer contribution / active EE | $20,743 | $3,730+456.1% | $3,171+554.0% | $4,660+345.2% |
| Participant deferral / active EE | $10,181 | $5,724+77.9% | $5,016+103.0% | $6,688+52.2% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |