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 | $80,413 | $114,047-29.5% | $96,139-16.4% | $167,490-52.0% |
| Participation rate | 85.7% | 75.1%+10.7pp | 68.4%+17.3pp | 82.1%+3.6pp |
| Annual return | 10.50% | 189.88%-179.4pp | 191.94%-181.4pp | 478.56%-468.1pp |
| Employer contribution / active EE | $4,737 | $3,427+38.2% | $2,797+69.4% | $4,837-2.1% |
| Participant deferral / active EE | $10,314 | $5,194+98.6% | $4,349+137.2% | $6,341+62.6% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |