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 | $59,568 | $107,015-44.3% | $73,545-19.0% | $147,584-59.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 27.27% | 38.25%-11.0pp | -15.16%+42.4pp | 578.55%-551.3pp |
| Employer contribution / active EE | $1,951 | $1,760+10.8% | $1,219+60.0% | $4,876-60.0% |
| Participant deferral / active EE | $24,000 | $2,462+875.0% | $1,806+1228.9% | $5,439+341.3% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |