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 | $35,568 | $144,119-75.3% | $117,854-69.8% | $147,584-75.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 663.11% | 531.15%+132.0pp | 335.08%+328.0pp | 578.55%+84.6pp |
| Employer contribution / active EE | $2,716 | $4,896-44.5% | $3,786-28.3% | $4,876-44.3% |
| Participant deferral / active EE | $4,539 | $5,316-14.6% | $4,482+1.3% | $5,439-16.5% |
| Admin fee / account holder | $72 | $10,886-99.3% | $8,020-99.1% | $10,885-99.3% |