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 3-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 | $142,290 | $67,823+109.8% | $52,425+171.4% | $137,256+3.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 22.54% | 219.11%-196.6pp | 302.12%-279.6pp | 220.34%-197.8pp |
| Employer contribution / active EE | $9,000 | $1,163+673.9% | $914+884.5% | $4,156+116.6% |
| Participant deferral / active EE | $31,000 | $2,288+1254.9% | $1,790+1631.4% | $6,407+383.9% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |