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 | $50,912 | $69,207-26.4% | $64,056-20.5% | $139,434-63.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 133.24% | 45.88%+87.4pp | 33.69%+99.6pp | 372.94%-239.7pp |
| Employer contribution / active EE | $2,746 | $3,182-13.7% | $2,7470% | $4,751-42.2% |
| Participant deferral / active EE | $12,909 | $4,682+175.7% | $3,880+232.7% | $6,710+92.4% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |