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 | $63,273 | $89,355-29.2% | $141,162-55.2% | $72,985-13.3% |
| Participation rate | 94.1% | 75.1%+19.0pp | 82.5%+11.6pp | 69.5%+24.6pp |
| Annual return | 36.89% | 111.85%-75.0pp | 71.39%-34.5pp | 81.00%-44.1pp |
| Employer contribution / active EE | $6,254 | $3,114+100.8% | $4,735+32.1% | $2,440+156.3% |
| Participant deferral / active EE | $14,295 | $5,418+163.8% | $6,709+113.1% | $3,607+296.3% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |