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 8-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 | $68,151 | $180,449-62.2% | $154,107-55.8% | $135,375-49.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 13.46% | 888.09%-874.6pp | 735.12%-721.7pp | 519.73%-506.3pp |
| Employer contribution / active EE | $18,661 | $6,035+209.2% | $5,298+252.3% | $4,779+290.5% |
| Participant deferral / active EE | $7,914 | $5,806+36.3% | $5,081+55.8% | $5,609+41.1% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |