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 | $55,977 | $135,952-58.8% | $123,892-54.8% | $273,961-79.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2937.76% | 56.63%+2881.1pp | 47.52%+2890.2pp | 41.45%+2896.3pp |
| Employer contribution / active EE | $35,000 | $5,170+577.0% | $4,617+658.1% | $4,869+618.9% |
| Participant deferral / active EE | $18,000 | $6,343+183.8% | $5,984+200.8% | $5,287+240.5% |
| Admin fee / account holder | $100 | $9,817-99.0% | $8,357-98.8% | $10,132-99.0% |