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 | $137,642 | $96,305+42.9% | $80,569+70.8% | $139,434-1.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.50% | 1350.08%-1336.6pp | 935.43%-921.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $4,035 | $3,262+23.7% | $2,723+48.2% | $4,751-15.1% |
| Participant deferral / active EE | $7,785 | $5,232+48.8% | $4,447+75.0% | $6,710+16.0% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |