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 | $238,787 | $105,859+125.6% | $90,160+164.8% | $147,584+61.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.11% | 37.63%-20.5pp | 34.88%-17.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $10,171 | $4,126+146.5% | $3,318+206.6% | $4,876+108.6% |
| Participant deferral / active EE | $2,571 | $5,733-55.1% | $5,288-51.4% | $5,439-52.7% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |