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 5-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 | $225,641 | $108,919+107.2% | $100,391+124.8% | $145,922+54.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.38% | 57.88%-45.5pp | 49.20%-36.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $14,724 | $4,419+233.2% | $3,942+273.5% | $4,660+216.0% |
| Participant deferral / active EE | $16,013 | $8,445+89.6% | $8,082+98.1% | $6,688+139.4% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |