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 | $73,911 | $155,788-52.6% | $124,672-40.7% | $167,490-55.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 16.75% | 17.97%-1.2pp | 5142.93%-5126.2pp | 478.56%-461.8pp |
| Employer contribution / active EE | $12,246 | $4,163+194.1% | $3,324+268.5% | $4,837+153.1% |
| Participant deferral / active EE | $7,923 | $5,673+39.6% | $4,614+71.7% | $6,341+24.9% |
| Admin fee / account holder | $4 | $9,531-100.0% | $7,493-99.9% | $12,309-100.0% |