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 | $226,229 | $111,754+102.4% | $103,333+118.9% | $145,922+55.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.83% | 24.77%-12.9pp | 24.88%-13.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $9,348 | $4,212+121.9% | $3,868+141.7% | $4,660+100.6% |
| Participant deferral / active EE | $11,941 | $5,619+112.5% | $5,057+136.1% | $6,688+78.6% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |