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 | $215,047 | $112,096+91.8% | $95,952+124.1% | $158,922+35.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.00% | 171.09%-151.1pp | 91.61%-71.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $10,000 | $3,198+212.7% | $2,541+293.5% | $4,761+110.0% |
| Participant deferral / active EE | $6,845 | $4,784+43.1% | $4,167+64.3% | $5,982+14.4% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |