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 | $218,612 | $65,685+232.8% | $57,179+282.3% | $273,961-20.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.85% | 21.99%-12.1pp | 14.59%-4.7pp | 41.45%-31.6pp |
| Employer contribution / active EE | $5,220 | $3,279+59.2% | $2,682+94.6% | $4,869+7.2% |
| Participant deferral / active EE | $6,525 | $3,782+72.5% | $3,096+110.7% | $5,287+23.4% |
| Admin fee / account holder | $13 | $4,835-99.7% | $3,139-99.6% | $10,132-99.9% |