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 10-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 | $78,628 | $84,695-7.2% | $73,843+6.5% | $125,391-37.3% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | 94.91% | 3123.53%-3028.6pp | 2267.84%-2172.9pp | 282.22%-187.3pp |
| Employer contribution / active EE | $5,076 | $3,123+62.5% | $2,787+82.1% | $4,866+4.3% |
| Participant deferral / active EE | $1,845 | $3,992-53.8% | $3,583-48.5% | $5,352-65.5% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |