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 3-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 | $185,377 | $111,814+65.8% | $93,654+97.9% | $145,959+27.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.77% | 203.30%-188.5pp | 133.34%-118.6pp | 561.95%-547.2pp |
| Employer contribution / active EE | $8,353 | $3,092+170.2% | $2,421+245.1% | $4,661+79.2% |
| Participant deferral / active EE | $4,800 | $4,914-2.3% | $4,413+8.8% | $6,689-28.2% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |