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 | $87,340 | $104,907-16.7% | $84,611+3.2% | $152,861-42.9% |
| Participation rate | 94.4% | 74.8%+19.6pp | 68.2%+26.2pp | 82.4%+12.0pp |
| Annual return | 22.91% | 373.79%-350.9pp | 258.74%-235.8pp | 345.32%-322.4pp |
| Employer contribution / active EE | $3,376 | $3,302+2.3% | $2,652+27.3% | $4,762-29.1% |
| Participant deferral / active EE | $8,526 | $4,688+81.9% | $3,899+118.7% | $5,850+45.7% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |