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 | $78,786 | $209,832-62.5% | $189,513-58.4% | $167,490-53.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.21% | 748.27%-736.1pp | 555.15%-542.9pp | 478.56%-466.3pp |
| Employer contribution / active EE | $3,698 | $6,914-46.5% | $6,162-40.0% | $4,837-23.6% |
| Participant deferral / active EE | $22,875 | $8,935+156.0% | $8,221+178.2% | $6,341+260.7% |
| Admin fee / account holder | $82 | $14,293-99.4% | $12,045-99.3% | $12,309-99.3% |