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 | $117,166 | $114,047+2.7% | $96,139+21.9% | $167,490-30.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.30% | 189.88%-178.6pp | 191.94%-180.6pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,585 | $3,427-24.6% | $2,797-7.6% | $4,837-46.6% |
| Participant deferral / active EE | $5,539 | $5,194+6.7% | $4,349+27.4% | $6,341-12.6% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |