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 8-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 | $213,765 | $172,111+24.2% | $150,298+42.2% | $137,256+55.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.31% | 69.37%-46.1pp | 62.79%-39.5pp | 220.34%-197.0pp |
| Employer contribution / active EE | $2,278 | $4,636-50.9% | $4,154-45.2% | $4,156-45.2% |
| Participant deferral / active EE | $15,883 | $6,166+157.6% | $5,453+191.3% | $6,407+147.9% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |