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 | $248,328 | $102,616+142.0% | $81,983+202.9% | $158,922+56.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 14.94% | 61.04%-46.1pp | 41.31%-26.4pp | 302.83%-287.9pp |
| Employer contribution / active EE | $12,140 | $3,240+274.7% | $2,498+386.0% | $4,761+155.0% |
| Participant deferral / active EE | $17,858 | $4,648+284.2% | $3,722+379.8% | $5,982+198.5% |
| Admin fee / account holder | $18 | $8,235-99.8% | $5,664-99.7% | $11,246-99.8% |