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 | $168,642 | $162,781+3.6% | $133,956+25.9% | $158,922+6.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.58% | 41.94%-22.4pp | 45.09%-25.5pp | 302.83%-283.2pp |
| Employer contribution / active EE | $3,410 | $4,975-31.5% | $3,919-13.0% | $4,761-28.4% |
| Participant deferral / active EE | $11,586 | $5,911+96.0% | $5,048+129.5% | $5,982+93.7% |
| Admin fee / account holder | $5 | $11,736-100.0% | $8,927-99.9% | $11,246-100.0% |