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 | $104,516 | $118,849-12.1% | $96,562+8.2% | $167,490-37.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.35% | 50.49%-36.1pp | 37.78%-23.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,504 | $3,120-19.7% | $2,356+6.3% | $4,837-48.2% |
| Participant deferral / active EE | $9,650 | $4,616+109.0% | $3,849+150.7% | $6,341+52.2% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |