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 | $130,354 | $108,642+20.0% | $74,701+74.5% | $152,861-14.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 26.57% | 114.06%-87.5pp | 752.92%-726.4pp | 345.32%-318.8pp |
| Employer contribution / active EE | $10,250 | $1,503+582.0% | $1,084+845.9% | $4,762+115.2% |
| Participant deferral / active EE | $6,563 | $2,712+142.0% | $1,964+234.2% | $5,850+12.2% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |