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 | $22,658 | $112,096-79.8% | $95,952-76.4% | $158,922-85.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 329.13% | 171.09%+158.0pp | 91.61%+237.5pp | 302.83%+26.3pp |
| Employer contribution / active EE | $4,316 | $3,198+35.0% | $2,541+69.9% | $4,761-9.3% |
| Participant deferral / active EE | $14,050 | $4,784+193.7% | $4,167+237.2% | $5,982+134.9% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |