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 | $70,905 | $183,519-61.4% | $155,509-54.4% | $145,922-51.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.50% | 61.17%-38.7pp | 64.67%-42.2pp | 561.29%-538.8pp |
| Employer contribution / active EE | $19,212 | $5,313+261.6% | $4,672+311.2% | $4,660+312.3% |
| Participant deferral / active EE | $7,685 | $6,462+18.9% | $5,626+36.6% | $6,688+14.9% |
| Admin fee / account holder | $20 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |