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 | $137,578 | $210,648-34.7% | $177,989-22.7% | $145,922-5.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.73% | 385.86%-377.1pp | 294.48%-285.8pp | 561.29%-552.6pp |
| Employer contribution / active EE | $23,044 | $4,565+404.9% | $3,949+483.6% | $4,660+394.5% |
| Participant deferral / active EE | $22,218 | $6,958+219.3% | $6,276+254.0% | $6,688+232.2% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |