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 6-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 | $127,987 | $88,710+44.3% | $81,783+56.5% | $145,959-12.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 53.84% | 1027.26%-973.4pp | 775.05%-721.2pp | 561.95%-508.1pp |
| Employer contribution / active EE | $2,177 | $3,083-29.4% | $2,913-25.3% | $4,661-53.3% |
| Participant deferral / active EE | $11,604 | $4,645+149.8% | $4,320+168.6% | $6,689+73.5% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |