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 | $125,909 | $158,398-20.5% | $126,539-0.5% | $142,382-11.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.39% | 593.76%-574.4pp | 425.95%-406.6pp | 217.08%-197.7pp |
| Employer contribution / active EE | $10,568 | $4,650+127.3% | $3,674+187.6% | $4,299+145.8% |
| Participant deferral / active EE | $3,729 | $4,767-21.8% | $4,083-8.7% | $6,507-42.7% |
| Admin fee / account holder | $290 | $6,918-95.8% | $6,065-95.2% | $12,624-97.7% |