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 | $179,774 | $115,770+55.3% | $101,248+77.6% | $158,922+13.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 27.04% | 56.14%-29.1pp | 46.47%-19.4pp | 302.83%-275.8pp |
| Employer contribution / active EE | $13,000 | $4,175+211.4% | $3,660+255.2% | $4,761+173.0% |
| Participant deferral / active EE | $22,100 | $4,957+345.8% | $4,370+405.7% | $5,982+269.4% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |