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 9-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 | $73,517 | $81,625-9.9% | $58,482+25.7% | $139,434-47.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 19.88% | 7404.20%-7384.3pp | 4239.32%-4219.4pp | 372.94%-353.1pp |
| Employer contribution / active EE | $3,363 | $1,398+140.5% | $1,053+219.3% | $4,751-29.2% |
| Participant deferral / active EE | $11,340 | $2,557+343.5% | $1,924+489.4% | $6,710+69.0% |
| Admin fee / account holder | $188 | $3,265-94.2% | $2,516-92.5% | $11,403-98.3% |