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 | $122,139 | $183,963-33.6% | $162,163-24.7% | $152,861-20.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.96% | 150.76%-124.8pp | 115.59%-89.6pp | 345.32%-319.4pp |
| Employer contribution / active EE | $5,603 | $6,371-12.1% | $5,614-0.2% | $4,762+17.6% |
| Participant deferral / active EE | $13,570 | $8,034+68.9% | $7,298+85.9% | $5,850+132.0% |
| Admin fee / account holder | $15 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |