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 | $20,595 | $105,859-80.5% | $90,160-77.2% | $147,584-86.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 31.77% | 37.63%-5.9pp | 34.88%-3.1pp | 578.55%-546.8pp |
| Employer contribution / active EE | $7,205 | $4,126+74.6% | $3,318+117.1% | $4,876+47.8% |
| Participant deferral / active EE | $4,853 | $5,733-15.4% | $5,288-8.2% | $5,439-10.8% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |