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 | $53,166 | $77,419-31.3% | $69,455-23.5% | $152,861-65.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 17.25% | 39.06%-21.8pp | 28.97%-11.7pp | 345.32%-328.1pp |
| Employer contribution / active EE | $4,739 | $3,315+43.0% | $2,779+70.5% | $4,762-0.5% |
| Participant deferral / active EE | $5,000 | $4,414+13.3% | $3,535+41.4% | $5,850-14.5% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |