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 | $145,715 | $175,202-16.8% | $149,673-2.6% | $139,434+4.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.11% | 166.71%-147.6pp | 134.42%-115.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $20,000 | $5,474+265.3% | $4,818+315.1% | $4,751+321.0% |
| Participant deferral / active EE | $23,941 | $6,519+267.3% | $5,680+321.5% | $6,710+256.8% |
| Admin fee / account holder | $103 | $16,150-99.4% | $13,210-99.2% | $11,403-99.1% |