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 | $228,066 | $70,756+222.3% | $65,493+248.2% | $142,382+60.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.88% | 1754.89%-1737.0pp | 982.45%-964.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,657 | $2,881-7.8% | $2,574+3.2% | $4,299-38.2% |
| Participant deferral / active EE | $11,117 | $4,637+139.7% | $3,961+180.7% | $6,507+70.8% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |