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 8-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 | $22,536 | $176,662-87.2% | $130,648-82.8% | $152,861-85.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 46.14% | 2692.24%-2646.1pp | 1708.96%-1662.8pp | 345.32%-299.2pp |
| Employer contribution / active EE | $8,209 | $5,742+43.0% | $4,092+100.6% | $4,762+72.4% |
| Participant deferral / active EE | $5,300 | $4,361+21.5% | $3,603+47.1% | $5,850-9.4% |
| Admin fee / account holder | $60 | $7,133-99.2% | $5,464-98.9% | $11,596-99.5% |