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 | $68,097+234.9% | $62,929+262.4% | $137,256+66.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 17.88% | 1859.11%-1841.2pp | 1063.93%-1046.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,657 | $2,811-5.5% | $2,505+6.1% | $4,156-36.1% |
| Participant deferral / active EE | $11,117 | $4,553+144.2% | $3,888+185.9% | $6,407+73.5% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |