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 | $18,953 | $104,907-81.9% | $84,611-77.6% | $152,861-87.6% |
| Participation rate | 85.7% | 74.8%+10.9pp | 68.2%+17.5pp | 82.4%+3.3pp |
| Annual return | 39.26% | 373.79%-334.5pp | 258.74%-219.5pp | 345.32%-306.1pp |
| Employer contribution / active EE | $2,167 | $3,302-34.4% | $2,652-18.3% | $4,762-54.5% |
| Participant deferral / active EE | $8,225 | $4,688+75.5% | $3,899+111.0% | $5,850+40.6% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |