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 | $59,191 | $81,632-27.5% | $70,449-16.0% | $158,922-62.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 30.57% | 208.40%-177.8pp | 109.03%-78.5pp | 302.83%-272.3pp |
| Employer contribution / active EE | $4,135 | $3,217+28.5% | $2,737+51.1% | $4,761-13.2% |
| Participant deferral / active EE | $5,368 | $4,554+17.9% | $3,709+44.7% | $5,982-10.3% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |