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 | $63,147 | $81,625-22.6% | $58,482+8.0% | $139,434-54.7% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 26.00% | 7404.20%-7378.2pp | 4239.32%-4213.3pp | 372.94%-346.9pp |
| Employer contribution / active EE | $1,008 | $1,398-27.9% | $1,053-4.3% | $4,751-78.8% |
| Participant deferral / active EE | $10,500 | $2,557+310.7% | $1,924+445.8% | $6,710+56.5% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |