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 | $199,398 | $185,822+7.3% | $169,993+17.3% | $139,434+43.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.86% | 60.50%-38.6pp | 53.37%-31.5pp | 372.94%-351.1pp |
| Employer contribution / active EE | $11,129 | $7,590+46.6% | $6,785+64.0% | $4,751+134.2% |
| Participant deferral / active EE | $10,047 | $11,622-13.6% | $10,408-3.5% | $6,710+49.7% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |