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 | $82,528 | $183,963-55.1% | $162,163-49.1% | $152,861-46.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.00% | 150.76%-125.8pp | 115.59%-90.6pp | 345.32%-320.3pp |
| Employer contribution / active EE | $18,339 | $6,371+187.9% | $5,614+226.7% | $4,762+285.1% |
| Participant deferral / active EE | $9,133 | $8,034+13.7% | $7,298+25.1% | $5,850+56.1% |
| Admin fee / account holder | $63 | $13,121-99.5% | $10,843-99.4% | $11,596-99.5% |