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 | $124,899 | $105,998+17.8% | $92,233+35.4% | $147,584-15.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.22% | 50.05%-31.8pp | 176.28%-158.1pp | 578.55%-560.3pp |
| Employer contribution / active EE | $16,255 | $4,333+275.2% | $3,679+341.8% | $4,876+233.4% |
| Participant deferral / active EE | $23,250 | $4,478+419.2% | $3,897+496.7% | $5,439+327.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |