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 5-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 | $121,299 | $210,648-42.4% | $177,989-31.9% | $145,922-16.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.55% | 385.86%-363.3pp | 294.48%-271.9pp | 561.29%-538.7pp |
| Employer contribution / active EE | $27,307 | $4,565+498.2% | $3,949+591.6% | $4,660+486.0% |
| Participant deferral / active EE | $5,863 | $6,958-15.7% | $6,276-6.6% | $6,688-12.3% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |