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 | $77,419 | $70,606+9.6% | $53,898+43.6% | $142,382-45.6% |
| Participation rate | 91.3% | 63.7%+27.6pp | 55.0%+36.3pp | 80.1%+11.2pp |
| Annual return | 19.39% | 619.81%-600.4pp | 528.60%-509.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,492 | $1,202+107.3% | $932+167.4% | $4,299-42.0% |
| Participant deferral / active EE | $4,571 | $2,364+93.3% | $1,826+150.3% | $6,507-29.8% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |