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 | $91,939 | $88,751+3.6% | $81,812+12.4% | $145,922-37.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.94% | 1025.40%-1015.5pp | 773.79%-763.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $19,891 | $3,083+545.1% | $2,912+583.0% | $4,660+326.9% |
| Participant deferral / active EE | $16,223 | $4,643+249.4% | $4,319+275.6% | $6,688+142.6% |
| Admin fee / account holder | $20 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |