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 8-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 | $61,327 | $226,064-72.9% | $182,532-66.4% | $152,861-59.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 104.72% | 192.51%-87.8pp | 148.54%-43.8pp | 345.32%-240.6pp |
| Employer contribution / active EE | $26,295 | $4,978+428.2% | $4,076+545.1% | $4,762+452.1% |
| Participant deferral / active EE | $12,500 | $6,368+96.3% | $5,524+126.3% | $5,850+113.7% |
| Admin fee / account holder | $195 | $10,703-98.2% | $8,592-97.7% | $11,596-98.3% |