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 | $37,824 | $105,998-64.3% | $92,233-59.0% | $147,584-74.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 89.30% | 50.05%+39.3pp | 176.28%-87.0pp | 578.55%-489.2pp |
| Employer contribution / active EE | $2,035 | $4,333-53.0% | $3,679-44.7% | $4,876-58.3% |
| Participant deferral / active EE | $10,059 | $4,478+124.6% | $3,897+158.1% | $5,439+85.0% |
| Admin fee / account holder | $3 | $6,332-100.0% | $5,194-99.9% | $10,885-100.0% |