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 4-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 | $67,520 | $70,756-4.6% | $65,493+3.1% | $142,382-52.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 22.47% | 1754.89%-1732.4pp | 982.45%-960.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $7,293 | $2,881+153.2% | $2,574+183.3% | $4,299+69.6% |
| Participant deferral / active EE | $8,236 | $4,637+77.6% | $3,961+107.9% | $6,507+26.6% |
| Admin fee / account holder | $3 | $6,559-100.0% | $5,028-99.9% | $12,624-100.0% |