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 | $78,655 | $110,257-28.7% | $96,544-18.5% | $139,434-43.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 437.26% | 26.32%+410.9pp | 25.84%+411.4pp | 372.94%+64.3pp |
| Employer contribution / active EE | $3,230 | $3,620-10.8% | $2,965+8.9% | $4,751-32.0% |
| Participant deferral / active EE | $22,581 | $5,548+307.0% | $4,851+365.5% | $6,710+236.5% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |