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 | $82,157 | $99,020-17.0% | $86,590-5.1% | $147,584-44.3% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 22.02% | 1312.34%-1290.3pp | 964.84%-942.8pp | 578.55%-556.5pp |
| Employer contribution / active EE | $12,415 | $3,132+296.4% | $2,839+337.3% | $4,876+154.6% |
| Participant deferral / active EE | $6,151 | $3,972+54.9% | $3,609+70.5% | $5,439+13.1% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |