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 | $96,502 | $67,331+43.3% | $60,874+58.5% | $134,475-28.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.56% | 49.93%-62.5pp | 16.90%-29.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $6,283 | $3,096+102.9% | $2,701+132.6% | $4,740+32.6% |
| Participant deferral / active EE | $7,075 | $4,538+55.9% | $3,817+85.4% | $6,400+10.5% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |