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 | $70,606-2.0% | $53,898+28.3% | $142,382-51.4% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 15.48% | 619.81%-604.3pp | 528.60%-513.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,568 | $1,202+196.8% | $932+282.8% | $4,299-17.0% |
| Participant deferral / active EE | $6,062 | $2,364+156.4% | $1,826+231.9% | $6,507-6.8% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |