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 | $41,519 | $118,680-65.0% | $98,907-58.0% | $158,922-73.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.52% | 372.35%-355.8pp | 196.43%-179.9pp | 302.83%-286.3pp |
| Employer contribution / active EE | $5,819 | $3,333+74.6% | $2,689+116.4% | $4,761+22.2% |
| Participant deferral / active EE | $9,750 | $5,088+91.6% | $4,244+129.7% | $5,982+63.0% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |