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 | $118,831 | $176,056-32.5% | $159,436-25.5% | $167,490-29.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 27.42% | 331.75%-304.3pp | 263.57%-236.1pp | 478.56%-451.1pp |
| Employer contribution / active EE | $10,432 | $5,297+96.9% | $4,829+116.0% | $4,837+115.6% |
| Participant deferral / active EE | $6,595 | $7,750-14.9% | $7,352-10.3% | $6,341+4.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |