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 | $142,831 | $74,888+90.7% | $71,209+100.6% | $142,382+0.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 18.18% | 345.14%-327.0pp | 282.51%-264.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $8,912 | $2,854+212.2% | $2,721+227.5% | $4,299+107.3% |
| Participant deferral / active EE | $8,357 | $4,454+87.6% | $4,175+100.2% | $6,507+28.4% |
| Admin fee / account holder | $274 | $5,568-95.1% | $5,349-94.9% | $12,624-97.8% |