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 | $138,171 | $201,272-31.4% | $184,203-25.0% | $145,922-5.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.79% | 29.00%-18.2pp | 28.81%-18.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $19,773 | $7,022+181.6% | $6,427+207.7% | $4,660+324.4% |
| Participant deferral / active EE | $15,361 | $9,806+56.6% | $9,131+68.2% | $6,688+129.7% |
| Admin fee / account holder | $3 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |