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 4-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 | $103,511 | $158,398-34.7% | $126,539-18.2% | $142,382-27.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 18.85% | 593.76%-574.9pp | 425.95%-407.1pp | 217.08%-198.2pp |
| Employer contribution / active EE | $10,321 | $4,650+121.9% | $3,674+180.9% | $4,299+140.1% |
| Participant deferral / active EE | $11,665 | $4,767+144.7% | $4,083+185.7% | $6,507+79.3% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |