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 | $186,712 | $166,020+12.5% | $164,866+13.3% | $145,959+27.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.32% | 100.08%-85.8pp | 69.97%-55.7pp | 561.95%-547.6pp |
| Employer contribution / active EE | $2,128 | $5,275-59.7% | $4,343-51.0% | $4,661-54.3% |
| Participant deferral / active EE | $13,890 | $6,961+99.5% | $6,033+130.2% | $6,689+107.7% |
| Admin fee / account holder | $166 | $16,644-99.0% | $12,689-98.7% | $13,398-98.8% |