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 | $63,411 | $104,907-39.6% | $84,611-25.1% | $152,861-58.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 26.05% | 373.79%-347.7pp | 258.74%-232.7pp | 345.32%-319.3pp |
| Employer contribution / active EE | $7,879 | $3,302+138.6% | $2,652+197.1% | $4,762+65.4% |
| Participant deferral / active EE | $18,750 | $4,688+300.0% | $3,899+380.9% | $5,850+220.5% |
| Admin fee / account holder | $131 | $6,241-97.9% | $4,912-97.3% | $11,596-98.9% |