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 | $68,097-0.8% | $62,929+7.3% | $137,256-50.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 22.47% | 1859.11%-1836.6pp | 1063.93%-1041.5pp | 220.34%-197.9pp |
| Employer contribution / active EE | $7,293 | $2,811+159.4% | $2,505+191.2% | $4,156+75.5% |
| Participant deferral / active EE | $8,236 | $4,553+80.9% | $3,888+111.8% | $6,407+28.6% |
| Admin fee / account holder | $3 | $6,521-100.0% | $5,065-99.9% | $12,270-100.0% |