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 7-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 | $136,878 | $109,904+24.5% | $97,167+40.9% | $145,959-6.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.71% | 243.43%-228.7pp | 75.27%-60.6pp | 561.95%-547.2pp |
| Employer contribution / active EE | $36,467 | $3,084+1082.3% | $2,729+1236.3% | $4,661+682.4% |
| Participant deferral / active EE | $11,182 | $4,676+139.1% | $4,264+162.3% | $6,689+67.2% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |