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 | $89,424 | $157,256-43.1% | $141,162-36.7% | $152,861-41.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 40.16% | 64.32%-24.2pp | 71.39%-31.2pp | 345.32%-305.2pp |
| Employer contribution / active EE | $38,136 | $5,261+624.9% | $4,735+705.4% | $4,762+700.8% |
| Participant deferral / active EE | $19,036 | $7,109+167.8% | $6,709+183.7% | $5,850+225.4% |
| Admin fee / account holder | $81 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |