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 | $108,295 | $176,377-38.6% | $134,143-19.3% | $158,922-31.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.51% | 63.63%-47.1pp | 36.33%-19.8pp | 302.83%-286.3pp |
| Employer contribution / active EE | $9,837 | $5,040+95.2% | $3,704+165.6% | $4,761+106.6% |
| Participant deferral / active EE | $6,810 | $4,091+66.4% | $3,499+94.6% | $5,982+13.8% |
| Admin fee / account holder | $20 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |