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 | $48,732 | $183,963-73.5% | $162,163-69.9% | $152,861-68.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.67% | 150.76%-130.1pp | 115.59%-94.9pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,131 | $6,371-66.5% | $5,614-62.0% | $4,762-55.3% |
| Participant deferral / active EE | $8,983 | $8,034+11.8% | $7,298+23.1% | $5,850+53.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |