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 5-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 | $79,159 | $74,888+5.7% | $71,209+11.2% | $142,382-44.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.79% | 345.14%-324.4pp | 282.51%-261.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $8,929 | $2,854+212.8% | $2,721+228.2% | $4,299+107.7% |
| Participant deferral / active EE | $14,425 | $4,454+223.8% | $4,175+245.5% | $6,507+121.7% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |