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 | $62,169 | $90,397-31.2% | $76,002-18.2% | $145,959-57.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.23% | 621.97%-607.7pp | 360.07%-345.8pp | 561.95%-547.7pp |
| Employer contribution / active EE | $4,929 | $3,317+48.6% | $2,688+83.3% | $4,661+5.7% |
| Participant deferral / active EE | $11,954 | $5,163+131.5% | $4,257+180.8% | $6,689+78.7% |
| Admin fee / account holder | $0 | $8,369-100.0% | $6,414-100.0% | $13,398-100.0% |