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 | $16,051 | $73,515-78.2% | $62,995-74.5% | $147,584-89.1% |
| Participation rate | 87.0% | 77.9%+9.1pp | 74.8%+12.1pp | 82.8%+4.1pp |
| Annual return | 43.82% | 175.43%-131.6pp | 87.57%-43.7pp | 578.55%-534.7pp |
| Employer contribution / active EE | $6,068 | $3,320+82.7% | $2,759+119.9% | $4,876+24.4% |
| Participant deferral / active EE | $3,999 | $4,185-4.4% | $3,329+20.1% | $5,439-26.5% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |