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 | $90,348-31.2% | $75,972-18.2% | $145,922-57.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.23% | 620.88%-606.7pp | 359.55%-345.3pp | 561.29%-547.1pp |
| Employer contribution / active EE | $4,929 | $3,311+48.8% | $2,685+83.6% | $4,660+5.8% |
| Participant deferral / active EE | $11,954 | $5,162+131.6% | $4,255+180.9% | $6,688+78.7% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |