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 | $63,538 | $97,044-34.5% | $83,333-23.8% | $135,375-53.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 5648.02% | 12.31%+5635.7pp | 10.63%+5637.4pp | 519.73%+5128.3pp |
| Employer contribution / active EE | $11,877 | $4,143+186.7% | $3,379+251.5% | $4,779+148.5% |
| Participant deferral / active EE | $6,928 | $5,964+16.1% | $5,565+24.5% | $5,609+23.5% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |