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 | $87,009 | $93,024-6.5% | $77,024+13.0% | $134,475-35.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 881.26% | 62.60%+818.7pp | 42.32%+838.9pp | 417.96%+463.3pp |
| Employer contribution / active EE | $17,406 | $3,418+409.3% | $2,812+518.9% | $4,740+267.2% |
| Participant deferral / active EE | $6,833 | $5,238+30.5% | $4,426+54.4% | $6,400+6.8% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |