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 | $69,404 | $150,187-53.8% | $120,354-42.3% | $145,922-52.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.37% | 154.07%-137.7pp | 107.15%-90.8pp | 561.29%-544.9pp |
| Employer contribution / active EE | $15,567 | $4,348+258.1% | $3,463+349.6% | $4,660+234.1% |
| Participant deferral / active EE | $4,002 | $6,173-35.2% | $4,991-19.8% | $6,688-40.2% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |