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 | $174,094 | $99,020+75.8% | $86,590+101.1% | $147,584+18.0% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 14.65% | 1312.34%-1297.7pp | 964.84%-950.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $7,750 | $3,132+147.5% | $2,839+173.0% | $4,876+58.9% |
| Participant deferral / active EE | $7,750 | $3,972+95.1% | $3,609+114.8% | $5,439+42.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |