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 | $124,044 | $115,770+7.1% | $101,248+22.5% | $158,922-21.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.04% | 56.14%-48.1pp | 46.47%-38.4pp | 302.83%-294.8pp |
| Employer contribution / active EE | $2,947 | $4,175-29.4% | $3,660-19.5% | $4,761-38.1% |
| Participant deferral / active EE | $13,689 | $4,957+176.1% | $4,370+213.2% | $5,982+128.8% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |