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 | $79,889 | $100,852-20.8% | $90,404-11.6% | $158,922-49.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.93% | 1724.20%-1701.3pp | 1293.02%-1270.1pp | 302.83%-279.9pp |
| Employer contribution / active EE | $2,468 | $3,689-33.1% | $3,262-24.3% | $4,761-48.2% |
| Participant deferral / active EE | $6,403 | $4,348+47.3% | $3,963+61.6% | $5,982+7.0% |
| Admin fee / account holder | $2 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |