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 | $65,676 | $144,119-54.4% | $117,854-44.3% | $147,584-55.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.22% | 531.15%-511.9pp | 335.08%-315.9pp | 578.55%-559.3pp |
| Employer contribution / active EE | $9,440 | $4,896+92.8% | $3,786+149.3% | $4,876+93.6% |
| Participant deferral / active EE | $19,200 | $5,316+261.2% | $4,482+328.4% | $5,439+253.0% |
| Admin fee / account holder | $281 | $10,886-97.4% | $8,020-96.5% | $10,885-97.4% |