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 | $76,789 | $104,486-26.5% | $76,8170% | $152,861-49.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 21.68% | 1013.37%-991.7pp | 1166.11%-1144.4pp | 345.32%-323.6pp |
| Employer contribution / active EE | $6,595 | $3,116+111.7% | $2,302+186.5% | $4,762+38.5% |
| Participant deferral / active EE | $6,383 | $4,236+50.7% | $3,336+91.4% | $5,850+9.1% |
| Admin fee / account holder | $127 | $12,275-99.0% | $6,420-98.0% | $11,596-98.9% |