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 6-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 | $131,905 | $102,604+28.6% | $86,188+53.0% | $139,434-5.4% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.0%+22.7pp | 80.3%+11.3pp |
| Annual return | 18.33% | 1922.51%-1904.2pp | 1168.45%-1150.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $7,163 | $3,032+136.2% | $2,380+200.9% | $4,751+50.8% |
| Participant deferral / active EE | $6,347 | $4,676+35.7% | $3,985+59.3% | $6,710-5.4% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |