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 | $242,516 | $107,334+125.9% | $92,893+161.1% | $152,861+58.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.21% | 145.58%-120.4pp | 109.41%-84.2pp | 345.32%-320.1pp |
| Employer contribution / active EE | $5,292 | $4,221+25.4% | $3,653+44.9% | $4,762+11.1% |
| Participant deferral / active EE | $10,818 | $4,845+123.3% | $4,236+155.4% | $5,850+84.9% |
| Admin fee / account holder | $299 | $7,079-95.8% | $5,794-94.8% | $11,596-97.4% |