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 | $81,183 | $102,604-20.9% | $86,188-5.8% | $139,434-41.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 23.83% | 1922.51%-1898.7pp | 1168.45%-1144.6pp | 372.94%-349.1pp |
| Employer contribution / active EE | $8,800 | $3,032+190.2% | $2,380+269.7% | $4,751+85.2% |
| Participant deferral / active EE | $8,800 | $4,676+88.2% | $3,985+120.8% | $6,710+31.1% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |