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 | $81,403 | $109,817-25.9% | $98,442-17.3% | $167,490-51.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.93% | 1956.69%-1936.8pp | 1492.73%-1472.8pp | 478.56%-458.6pp |
| Employer contribution / active EE | $3,411 | $3,224+5.8% | $2,960+15.2% | $4,837-29.5% |
| Participant deferral / active EE | $2,802 | $4,673-40.0% | $4,276-34.5% | $6,341-55.8% |
| Admin fee / account holder | $113 | $6,753-98.3% | $5,949-98.1% | $12,309-99.1% |