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 7-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 | $75,711 | $109,817-31.1% | $98,442-23.1% | $167,490-54.8% |
| Participation rate | 81.3% | 75.8%+5.4pp | 73.3%+7.9pp | 82.1%-0.9pp |
| Annual return | 21.15% | 1956.69%-1935.5pp | 1492.73%-1471.6pp | 478.56%-457.4pp |
| Employer contribution / active EE | $9,256 | $3,224+187.1% | $2,960+212.7% | $4,837+91.3% |
| Participant deferral / active EE | $8,234 | $4,673+76.2% | $4,276+92.5% | $6,341+29.8% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |