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 | $233,554 | $105,859+120.6% | $90,160+159.0% | $147,584+58.3% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 13.51% | 37.63%-24.1pp | 34.88%-21.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $4,657 | $4,126+12.9% | $3,318+40.4% | $4,876-4.5% |
| Participant deferral / active EE | $15,660 | $5,733+173.1% | $5,288+196.2% | $5,439+187.9% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |