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 | $142,970 | $183,592-22.1% | $155,567-8.1% | $145,959-2.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.84% | 61.24%-47.4pp | 64.74%-50.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $11,667 | $5,315+119.5% | $4,674+149.6% | $4,661+150.3% |
| Participant deferral / active EE | $9,603 | $6,464+48.6% | $5,628+70.6% | $6,689+43.6% |
| Admin fee / account holder | $20 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |