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 4-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 | $81,234 | $159,901-49.2% | $146,958-44.7% | $145,922-44.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 44.80% | 98.13%-53.3pp | 418.34%-373.5pp | 561.29%-516.5pp |
| Employer contribution / active EE | $10,000 | $5,286+89.2% | $4,933+102.7% | $4,660+114.6% |
| Participant deferral / active EE | $50,775 | $8,428+502.4% | $8,070+529.2% | $6,688+659.2% |
| Admin fee / account holder | $205 | $15,044-98.6% | $12,998-98.4% | $13,397-98.5% |