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 | $78,982 | $165,984-52.4% | $164,813-52.1% | $145,922-45.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.27% | 100.03%-90.8pp | 69.93%-60.7pp | 561.29%-552.0pp |
| Employer contribution / active EE | $9,056 | $5,273+71.8% | $4,341+108.6% | $4,660+94.4% |
| Participant deferral / active EE | $2,826 | $6,959-59.4% | $6,031-53.1% | $6,688-57.7% |
| Admin fee / account holder | $48 | $16,648-99.7% | $12,690-99.6% | $13,397-99.6% |