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 | $53,411 | $160,055-66.6% | $140,016-61.9% | $135,375-60.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.51% | 911.38%-912.9pp | 651.12%-652.6pp | 519.73%-521.2pp |
| Employer contribution / active EE | $10,826 | $6,420+68.6% | $5,606+93.1% | $4,779+126.5% |
| Participant deferral / active EE | $7,534 | $7,642-1.4% | $6,927+8.8% | $5,609+34.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |