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 | $245,672 | $97,044+153.2% | $83,333+194.8% | $135,375+81.5% |
| Participation rate | 90.0% | 80.4%+9.6pp | 77.8%+12.2pp | 82.6%+7.4pp |
| Annual return | -5.82% | 12.31%-18.1pp | 10.63%-16.5pp | 519.73%-525.6pp |
| Employer contribution / active EE | $4,893 | $4,143+18.1% | $3,379+44.8% | $4,779+2.4% |
| Participant deferral / active EE | $20,814 | $5,964+249.0% | $5,565+274.0% | $5,609+271.1% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |