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 3-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 | $95,356 | $202,432-52.9% | $169,368-43.7% | $139,434-31.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 44.30% | 531.74%-487.4pp | 405.60%-361.3pp | 372.94%-328.6pp |
| Employer contribution / active EE | $36,018 | $4,692+667.6% | $4,013+797.6% | $4,751+658.1% |
| Participant deferral / active EE | $24,521 | $6,938+253.4% | $6,221+294.1% | $6,710+265.4% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |