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 | $171,067 | $118,450+44.4% | $98,439+73.8% | $139,434+22.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.11% | 18.94%-7.8pp | 21.16%-10.0pp | 372.94%-361.8pp |
| Employer contribution / active EE | $23,162 | $3,609+541.7% | $3,048+659.9% | $4,751+387.5% |
| Participant deferral / active EE | $8,631 | $5,392+60.1% | $4,738+82.2% | $6,710+28.6% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |