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 | $87,947 | $150,187-41.4% | $120,354-26.9% | $145,922-39.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.73% | 154.07%-138.3pp | 107.15%-91.4pp | 561.29%-545.6pp |
| Employer contribution / active EE | $15,503 | $4,348+256.6% | $3,463+347.7% | $4,660+232.7% |
| Participant deferral / active EE | $11,363 | $6,173+84.1% | $4,991+127.7% | $6,688+69.9% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |