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 | $88,331 | $76,738+15.1% | $56,411+56.6% | $145,922-39.5% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 20.91% | 2994.23%-2973.3pp | 1701.33%-1680.4pp | 561.29%-540.4pp |
| Employer contribution / active EE | $1,277 | $1,380-7.5% | $1,039+22.9% | $4,660-72.6% |
| Participant deferral / active EE | $10,700 | $2,623+308.0% | $1,952+448.2% | $6,688+60.0% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |