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 | $155,718 | $100,852+54.4% | $90,404+72.2% | $158,922-2.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.38% | 1724.20%-1714.8pp | 1293.02%-1283.6pp | 302.83%-293.4pp |
| Employer contribution / active EE | $6,687 | $3,689+81.3% | $3,262+105.0% | $4,761+40.5% |
| Participant deferral / active EE | $6,268 | $4,348+44.2% | $3,963+58.1% | $5,982+4.8% |
| Admin fee / account holder | $270 | $6,501-95.8% | $5,611-95.2% | $11,246-97.6% |