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 | $69,171 | $67,823+2.0% | $52,425+31.9% | $137,256-49.6% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 15.48% | 219.11%-203.6pp | 302.12%-286.6pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,568 | $1,163+206.8% | $914+290.3% | $4,156-14.2% |
| Participant deferral / active EE | $6,062 | $2,288+164.9% | $1,790+238.5% | $6,407-5.4% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |