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 | $81,527 | $142,405-42.7% | $115,157-29.2% | $152,861-46.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 137.54% | 41.48%+96.1pp | 35.60%+101.9pp | 345.32%-207.8pp |
| Employer contribution / active EE | $7,742 | $4,010+93.1% | $3,179+143.5% | $4,762+62.6% |
| Participant deferral / active EE | $7,958 | $5,164+54.1% | $4,168+90.9% | $5,850+36.0% |
| Admin fee / account holder | $21 | $8,462-99.8% | $7,088-99.7% | $11,596-99.8% |