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 | $56,657 | $109,817-48.4% | $98,442-42.4% | $167,490-66.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.84% | 1956.69%-1942.9pp | 1492.73%-1478.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $10,877 | $3,224+237.4% | $2,960+267.5% | $4,837+124.9% |
| Participant deferral / active EE | $3,307 | $4,673-29.2% | $4,276-22.7% | $6,341-47.8% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |