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 | $67,571 | $81,625-17.2% | $58,482+15.5% | $139,434-51.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 26.49% | 7404.20%-7377.7pp | 4239.32%-4212.8pp | 372.94%-346.5pp |
| Employer contribution / active EE | $7,125 | $1,398+409.6% | $1,053+576.5% | $4,751+50.0% |
| Participant deferral / active EE | $28,500 | $2,557+1014.8% | $1,924+1381.4% | $6,710+324.7% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |