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 | $47,069 | $159,901-70.6% | $146,958-68.0% | $145,922-67.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 47.74% | 98.13%-50.4pp | 418.34%-370.6pp | 561.29%-513.5pp |
| Employer contribution / active EE | $2,000 | $5,286-62.2% | $4,933-59.5% | $4,660-57.1% |
| Participant deferral / active EE | $16,532 | $8,428+96.2% | $8,070+104.9% | $6,688+147.2% |
| Admin fee / account holder | $64 | $15,044-99.6% | $12,998-99.5% | $13,397-99.5% |