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 9-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 | $40,781 | $96,305-57.7% | $80,569-49.4% | $139,434-70.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.65% | 1350.08%-1330.4pp | 935.43%-915.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $7,181 | $3,262+120.1% | $2,723+163.7% | $4,751+51.2% |
| Participant deferral / active EE | $7,539 | $5,232+44.1% | $4,447+69.5% | $6,710+12.4% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |