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 7-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 | $43,231 | $100,852-57.1% | $90,404-52.2% | $158,922-72.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 33.58% | 1724.20%-1690.6pp | 1293.02%-1259.4pp | 302.83%-269.2pp |
| Employer contribution / active EE | $5,000 | $3,689+35.6% | $3,262+53.3% | $4,761+5.0% |
| Participant deferral / active EE | $18,200 | $4,348+318.6% | $3,963+359.2% | $5,982+204.2% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |