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 8-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 | $21,067 | $107,934-80.5% | $91,989-77.1% | $152,861-86.2% |
| Participation rate | 84.2% | 81.2%+3.0pp | 78.6%+5.6pp | 82.4%+1.8pp |
| Annual return | 867.80% | 89.24%+778.6pp | 69.02%+798.8pp | 345.32%+522.5pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,408 | $6,364-15.0% | $5,923-8.7% | $5,850-7.6% |
| Admin fee / account holder | $117 | $10,520-98.9% | $7,743-98.5% | $11,596-99.0% |