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 9-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 | $130,675 | $100,852+29.6% | $90,404+44.5% | $158,922-17.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.36% | 1724.20%-1704.8pp | 1293.02%-1273.7pp | 302.83%-283.5pp |
| Employer contribution / active EE | $2,306 | $3,689-37.5% | $3,262-29.3% | $4,761-51.6% |
| Participant deferral / active EE | $4,355 | $4,348+0.2% | $3,963+9.9% | $5,982-27.2% |
| Admin fee / account holder | $27 | $6,501-99.6% | $5,611-99.5% | $11,246-99.8% |