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 6-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 | $81,924 | $88,710-7.6% | $81,783+0.2% | $145,959-43.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.60% | 1027.26%-1010.7pp | 775.05%-758.4pp | 561.95%-545.3pp |
| Employer contribution / active EE | $4,968 | $3,083+61.1% | $2,913+70.6% | $4,661+6.6% |
| Participant deferral / active EE | $30,000 | $4,645+545.9% | $4,320+594.4% | $6,689+348.5% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |