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 | $74,888+80.0% | $71,209+89.3% | $142,382-5.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 49.36% | 345.14%-295.8pp | 282.51%-233.1pp | 217.08%-167.7pp |
| Employer contribution / active EE | $2,425 | $2,854-15.0% | $2,721-10.9% | $4,299-43.6% |
| Participant deferral / active EE | $3,000 | $4,454-32.7% | $4,175-28.1% | $6,507-53.9% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |