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 | $189,332 | $115,770+63.5% | $101,248+87.0% | $158,922+19.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.75% | 56.14%-40.4pp | 46.47%-30.7pp | 302.83%-287.1pp |
| Employer contribution / active EE | $30,567 | $4,175+632.2% | $3,660+735.3% | $4,761+542.0% |
| Participant deferral / active EE | $10,400 | $4,957+109.8% | $4,370+138.0% | $5,982+73.9% |
| Admin fee / account holder | $182 | $7,245-97.5% | $5,945-96.9% | $11,246-98.4% |