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 7-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 | $241,066 | $96,305+150.3% | $80,569+199.2% | $139,434+72.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.97% | 1350.08%-1332.1pp | 935.43%-917.5pp | 372.94%-355.0pp |
| Employer contribution / active EE | $28,354 | $3,262+769.2% | $2,723+941.1% | $4,751+496.8% |
| Participant deferral / active EE | $20,910 | $5,232+299.7% | $4,447+370.2% | $6,710+211.6% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |