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 | $57,200 | $96,635-40.8% | $86,612-34.0% | $139,434-59.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.43% | 106.41%-85.0pp | 591.07%-569.6pp | 372.94%-351.5pp |
| Employer contribution / active EE | $5,026 | $3,263+54.0% | $3,022+66.3% | $4,751+5.8% |
| Participant deferral / active EE | $10,195 | $4,836+110.8% | $4,438+129.7% | $6,710+51.9% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |