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 | $85,946 | $159,901-46.3% | $146,958-41.5% | $145,922-41.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.68% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $13,350 | $5,286+152.6% | $4,933+170.6% | $4,660+186.5% |
| Participant deferral / active EE | $8,871 | $8,428+5.3% | $8,070+9.9% | $6,688+32.7% |
| Admin fee / account holder | $48 | $15,044-99.7% | $12,998-99.6% | $13,397-99.6% |