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 8-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 | $105,009 | $70,756+48.4% | $65,493+60.3% | $142,382-26.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.78% | 1754.89%-1735.1pp | 982.45%-962.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $704 | $2,881-75.6% | $2,574-72.7% | $4,299-83.6% |
| Participant deferral / active EE | $3,293 | $4,637-29.0% | $3,961-16.9% | $6,507-49.4% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |