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 | $127,884 | $157,256-18.7% | $141,162-9.4% | $152,861-16.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.20% | 64.32%-44.1pp | 71.39%-51.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $9,658 | $5,261+83.6% | $4,735+104.0% | $4,762+102.8% |
| Participant deferral / active EE | $25,000 | $7,109+251.6% | $6,709+272.6% | $5,850+327.3% |
| Admin fee / account holder | $120 | $12,120-99.0% | $10,261-98.8% | $11,596-99.0% |