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 | $71,030 | $95,416-25.6% | $185,823-61.8% | $85,850-17.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 18.84% | 23.59%-4.7pp | 122.05%-103.2pp | 318.53%-299.7pp |
| Employer contribution / active EE | $7,556 | $3,314+128.0% | $5,167+46.2% | $2,565+194.6% |
| Participant deferral / active EE | $8,353 | $3,423+144.0% | $5,568+50.0% | $3,952+111.4% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |