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 | $240,202 | $107,934+122.5% | $91,989+161.1% | $152,861+57.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 14.88% | 89.24%-74.4pp | 69.02%-54.1pp | 345.32%-330.4pp |
| Employer contribution / active EE | $17,500 | $4,210+315.7% | $3,452+407.0% | $4,762+267.5% |
| Participant deferral / active EE | $19,000 | $6,364+198.5% | $5,923+220.8% | $5,850+224.8% |
| Admin fee / account holder | -$183 | $10,520-101.7% | $7,743-102.4% | $11,596-101.6% |