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 5-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 | $41,386 | $111,724-63.0% | $93,606-55.8% | $145,922-71.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 149.45% | 202.98%-53.5pp | 133.20%+16.3pp | 561.29%-411.8pp |
| Employer contribution / active EE | $2,925 | $3,090-5.3% | $2,420+20.9% | $4,660-37.2% |
| Participant deferral / active EE | $8,944 | $4,912+82.1% | $4,411+102.8% | $6,688+33.7% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |