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 7-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 | $134,829 | $72,071+87.1% | $68,368+97.2% | $137,256-1.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 49.36% | 353.14%-303.8pp | 292.57%-243.2pp | 220.34%-171.0pp |
| Employer contribution / active EE | $2,425 | $2,788-13.0% | $2,649-8.5% | $4,156-41.7% |
| Participant deferral / active EE | $3,000 | $4,410-32.0% | $4,123-27.2% | $6,407-53.2% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |