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 | $101,418 | $210,648-51.9% | $177,989-43.0% | $145,922-30.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.19% | 385.86%-373.7pp | 294.48%-282.3pp | 561.29%-549.1pp |
| Employer contribution / active EE | $36,667 | $4,565+703.3% | $3,949+828.6% | $4,660+686.9% |
| Participant deferral / active EE | $7,667 | $6,958+10.2% | $6,276+22.2% | $6,688+14.6% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |