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 | $228,847 | $81,625+180.4% | $58,482+291.3% | $139,434+64.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 30.59% | 7404.20%-7373.6pp | 4239.32%-4208.7pp | 372.94%-342.3pp |
| Employer contribution / active EE | $12,810 | $1,398+816.1% | $1,053+1116.2% | $4,751+169.6% |
| Participant deferral / active EE | $7,537 | $2,557+194.8% | $1,924+291.8% | $6,710+12.3% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |