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 8-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 | $198,905 | $115,770+71.8% | $101,248+96.5% | $158,922+25.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 26.74% | 56.14%-29.4pp | 46.47%-19.7pp | 302.83%-276.1pp |
| Employer contribution / active EE | $16,518 | $4,175+295.7% | $3,660+351.4% | $4,761+246.9% |
| Participant deferral / active EE | $19,944 | $4,957+302.3% | $4,370+356.4% | $5,982+233.4% |
| Admin fee / account holder | $28 | $7,245-99.6% | $5,945-99.5% | $11,246-99.8% |