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 | $78,779 | $102,616-23.2% | $81,983-3.9% | $158,922-50.4% |
| Participation rate | 94.1% | 75.5%+18.6pp | 69.2%+24.9pp | 82.0%+12.2pp |
| Annual return | 13.67% | 61.04%-47.4pp | 41.31%-27.6pp | 302.83%-289.2pp |
| Employer contribution / active EE | $5,979 | $3,240+84.5% | $2,498+139.3% | $4,761+25.6% |
| Participant deferral / active EE | $3,268 | $4,648-29.7% | $3,722-12.2% | $5,982-45.4% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |