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 | $126,196 | $70,756+78.4% | $65,493+92.7% | $142,382-11.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.05% | 1754.89%-1742.8pp | 982.45%-970.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $3,982 | $2,881+38.2% | $2,574+54.7% | $4,299-7.4% |
| Participant deferral / active EE | $3,983 | $4,637-14.1% | $3,961+0.5% | $6,507-38.8% |
| Admin fee / account holder | $300 | $6,559-95.4% | $5,028-94.0% | $12,624-97.6% |