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 | $91,809 | $90,348+1.6% | $75,972+20.8% | $145,922-37.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.85% | 620.88%-612.0pp | 359.55%-350.7pp | 561.29%-552.4pp |
| Employer contribution / active EE | $5,654 | $3,311+70.8% | $2,685+110.6% | $4,660+21.3% |
| Participant deferral / active EE | $13,378 | $5,162+159.2% | $4,255+214.4% | $6,688+100.0% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |