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 | $64,214 | $99,877-35.7% | $84,966-24.4% | $145,922-56.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.10% | 83.76%-73.7pp | 66.38%-56.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $8,617 | $3,231+166.7% | $2,727+216.0% | $4,660+84.9% |
| Participant deferral / active EE | $10,698 | $5,291+102.2% | $4,519+136.7% | $6,688+60.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |