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 | $53,617 | $110,502-51.5% | $80,716-33.6% | $167,490-68.0% |
| Participation rate | 80.0% | 64.0%+16.0pp | 54.2%+25.8pp | 82.1%-2.1pp |
| Annual return | 16.38% | 120.54%-104.2pp | 87.28%-70.9pp | 478.56%-462.2pp |
| Employer contribution / active EE | $3,155 | $1,543+104.5% | $1,160+172.0% | $4,837-34.8% |
| Participant deferral / active EE | $10,420 | $2,871+263.0% | $2,146+385.6% | $6,341+64.3% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |