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 | $73,265 | $133,958-45.3% | $112,228-34.7% | $134,475-45.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -5.52% | 47.11%-52.6pp | 27.45%-33.0pp | 417.96%-423.5pp |
| Employer contribution / active EE | $11,496 | $4,038+184.7% | $3,635+216.3% | $4,740+142.5% |
| Participant deferral / active EE | $8,642 | $5,291+63.3% | $4,728+82.8% | $6,400+35.0% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |