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 | $50,664 | $185,200-72.6% | $142,863-64.5% | $167,490-69.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 14.11% | 8555.70%-8541.6pp | 5637.54%-5623.4pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,910 | $5,604-48.1% | $4,144-29.8% | $4,837-39.8% |
| Participant deferral / active EE | $6,870 | $4,494+52.9% | $3,837+79.0% | $6,341+8.3% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |