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 10-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 | $42,364 | $72,177-41.3% | $115,037-63.2% | $59,632-29.0% |
| Participation rate | 88.0% | 72.6%+15.4pp | 81.4%+6.6pp | 68.7%+19.3pp |
| Annual return | 732.95% | 12.02%+720.9pp | 26.14%+706.8pp | 2041.28%-1308.3pp |
| Employer contribution / active EE | $14,529 | $2,841+411.4% | $4,608+215.3% | $2,203+559.6% |
| Participant deferral / active EE | $12,148 | $4,783+154.0% | $6,026+101.6% | $3,192+280.6% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |