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 | $56,615 | $96,305-41.2% | $80,569-29.7% | $139,434-59.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 38.26% | 1350.08%-1311.8pp | 935.43%-897.2pp | 372.94%-334.7pp |
| Employer contribution / active EE | $8,954 | $3,262+174.5% | $2,723+228.8% | $4,751+88.5% |
| Participant deferral / active EE | $12,279 | $5,232+134.7% | $4,447+176.1% | $6,710+83.0% |
| Admin fee / account holder | $77 | $6,599-98.8% | $5,377-98.6% | $11,403-99.3% |