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 3-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 | $40,546 | $150,187-73.0% | $120,354-66.3% | $145,922-72.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 20.09% | 154.07%-134.0pp | 107.15%-87.1pp | 561.29%-541.2pp |
| Employer contribution / active EE | $14,252 | $4,348+227.8% | $3,463+311.6% | $4,660+205.9% |
| Participant deferral / active EE | $5,752 | $6,173-6.8% | $4,991+15.2% | $6,688-14.0% |
| Admin fee / account holder | $156 | $12,207-98.7% | $9,423-98.3% | $13,397-98.8% |