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 | $188,523 | $152,587+23.6% | $125,175+50.6% | $152,861+23.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.61% | 54.84%-42.2pp | 43.79%-31.2pp | 345.32%-332.7pp |
| Employer contribution / active EE | $3,999 | $4,946-19.1% | $3,865+3.5% | $4,762-16.0% |
| Participant deferral / active EE | $11,000 | $5,868+87.5% | $4,937+122.8% | $5,850+88.0% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |