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 | $38,622 | $157,256-75.4% | $141,162-72.6% | $152,861-74.7% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 35.94% | 64.32%-28.4pp | 71.39%-35.5pp | 345.32%-309.4pp |
| Employer contribution / active EE | $11,677 | $5,261+122.0% | $4,735+146.6% | $4,762+145.2% |
| Participant deferral / active EE | $5,002 | $7,109-29.6% | $6,709-25.4% | $5,850-14.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |