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 4-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 | $75,365 | $70,756+6.5% | $65,493+15.1% | $142,382-47.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.16% | 1754.89%-1736.7pp | 982.45%-964.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $6,570 | $2,881+128.1% | $2,574+155.2% | $4,299+52.8% |
| Participant deferral / active EE | $14,759 | $4,637+218.3% | $3,961+272.6% | $6,507+126.8% |
| Admin fee / account holder | $26 | $6,559-99.6% | $5,028-99.5% | $12,624-99.8% |