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 | $52,144 | $114,047-54.3% | $96,139-45.8% | $167,490-68.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 35.47% | 189.88%-154.4pp | 191.94%-156.5pp | 478.56%-443.1pp |
| Employer contribution / active EE | $2,126 | $3,427-38.0% | $2,797-24.0% | $4,837-56.1% |
| Participant deferral / active EE | $4,633 | $5,194-10.8% | $4,349+6.5% | $6,341-26.9% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |