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 | $98,735 | $88,751+11.2% | $81,812+20.7% | $145,922-32.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 9.85% | 1025.40%-1015.5pp | 773.79%-763.9pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,344 | $3,083-24.0% | $2,912-19.5% | $4,660-49.7% |
| Participant deferral / active EE | $6,880 | $4,643+48.2% | $4,319+59.3% | $6,688+2.9% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |