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 | $23,423 | $106,890-78.1% | $84,015-72.1% | $152,861-84.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 436.98% | 104.99%+332.0pp | 71.31%+365.7pp | 345.32%+91.7pp |
| Employer contribution / active EE | $2,448 | $2,734-10.5% | $1,983+23.4% | $4,762-48.6% |
| Participant deferral / active EE | $1,913 | $4,011-52.3% | $3,239-40.9% | $5,850-67.3% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |