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 | $234,722 | $104,486+124.6% | $76,817+205.6% | $152,861+53.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 21.76% | 1013.37%-991.6pp | 1166.11%-1144.4pp | 345.32%-323.6pp |
| Employer contribution / active EE | $9,681 | $3,116+210.7% | $2,302+320.5% | $4,762+103.3% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,850-100.0% |
| Admin fee / account holder | $19 | $12,275-99.8% | $6,420-99.7% | $11,596-99.8% |