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 | $180,306 | $177,572+1.5% | $154,803+16.5% | $142,382+26.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.83% | 65.07%-49.2pp | 58.88%-43.1pp | 217.08%-201.2pp |
| Employer contribution / active EE | $13,935 | $4,810+189.7% | $4,305+223.7% | $4,299+224.1% |
| Participant deferral / active EE | $9,283 | $6,272+48.0% | $5,540+67.5% | $6,507+42.7% |
| Admin fee / account holder | $20 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |