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 | $81,704 | $102,317-20.1% | $146,958-44.4% | $80,856+1.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.09% | 134.76%-117.7pp | 418.34%-401.3pp | 35.59%-18.5pp |
| Employer contribution / active EE | $11,799 | $3,713+217.8% | $4,933+139.2% | $2,755+328.3% |
| Participant deferral / active EE | $17,061 | $6,644+156.8% | $8,070+111.4% | $4,296+297.2% |
| Admin fee / account holder | $0 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |