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 | $235,740 | $158,398+48.8% | $126,539+86.3% | $142,382+65.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 19.09% | 593.76%-574.7pp | 425.95%-406.9pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,320 | $4,650-50.1% | $3,674-36.9% | $4,299-46.0% |
| Participant deferral / active EE | $6,743 | $4,767+41.4% | $4,083+65.2% | $6,507+3.6% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |