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 7-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 | $221,905 | $109,982+101.8% | $97,226+128.2% | $145,922+52.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 23.84% | 242.90%-219.1pp | 75.13%-51.3pp | 561.29%-537.4pp |
| Employer contribution / active EE | $43,954 | $3,084+1325.3% | $2,729+1510.7% | $4,660+843.3% |
| Participant deferral / active EE | $7,400 | $4,676+58.3% | $4,264+73.6% | $6,688+10.7% |
| Admin fee / account holder | $278 | $6,221-95.5% | $5,654-95.1% | $13,397-97.9% |