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 3-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 | $22,372 | $68,097-67.1% | $62,929-64.4% | $137,256-83.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 30.36% | 1859.11%-1828.8pp | 1063.93%-1033.6pp | 220.34%-190.0pp |
| Employer contribution / active EE | $3,045 | $2,811+8.3% | $2,505+21.6% | $4,156-26.7% |
| Participant deferral / active EE | $7,390 | $4,553+62.3% | $3,888+90.1% | $6,407+15.3% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |