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 | $50,528 | $84,696-40.3% | $75,696-33.2% | $167,490-69.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 15.43% | 199.36%-183.9pp | 104.53%-89.1pp | 478.56%-463.1pp |
| Employer contribution / active EE | $12,183 | $3,230+277.2% | $2,743+344.2% | $4,837+151.8% |
| Participant deferral / active EE | $8,114 | $4,580+77.2% | $3,821+112.3% | $6,341+28.0% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |