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 | $67,818 | $96,305-29.6% | $80,569-15.8% | $139,434-51.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.45% | 1350.08%-1335.6pp | 935.43%-921.0pp | 372.94%-358.5pp |
| Employer contribution / active EE | $12,584 | $3,262+285.8% | $2,723+362.0% | $4,751+164.9% |
| Participant deferral / active EE | $20,878 | $5,232+299.0% | $4,447+369.4% | $6,710+211.1% |
| Admin fee / account holder | $41 | $6,599-99.4% | $5,377-99.2% | $11,403-99.6% |