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 | $97,535 | $90,600+7.7% | $79,464+22.7% | $135,375-28.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 12.48% | 977.43%-965.0pp | 718.14%-705.7pp | 519.73%-507.3pp |
| Employer contribution / active EE | $5,548 | $3,068+80.8% | $2,800+98.1% | $4,779+16.1% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |