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 | $72,533 | $109,817-34.0% | $98,442-26.3% | $167,490-56.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.26% | 1956.69%-1940.4pp | 1492.73%-1476.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $3,022 | $3,224-6.3% | $2,960+2.1% | $4,837-37.5% |
| Participant deferral / active EE | $9,836 | $4,673+110.5% | $4,276+130.0% | $6,341+55.1% |
| Admin fee / account holder | $154 | $6,753-97.7% | $5,949-97.4% | $12,309-98.8% |