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 3-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 | $64,431 | $183,519-64.9% | $155,509-58.6% | $145,922-55.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 171.35% | 61.17%+110.2pp | 64.67%+106.7pp | 561.29%-389.9pp |
| Employer contribution / active EE | $15,194 | $5,313+186.0% | $4,672+225.2% | $4,660+226.1% |
| Participant deferral / active EE | $10,604 | $6,462+64.1% | $5,626+88.5% | $6,688+58.6% |
| Admin fee / account holder | $133 | $19,313-99.3% | $15,912-99.2% | $13,397-99.0% |