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 8-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 | $239,721 | $165,335+45.0% | $149,696+60.1% | $158,922+50.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.87% | 348.15%-329.3pp | 276.60%-257.7pp | 302.83%-284.0pp |
| Employer contribution / active EE | $11,947 | $5,103+134.1% | $4,644+157.2% | $4,761+150.9% |
| Participant deferral / active EE | $16,942 | $7,181+135.9% | $6,842+147.6% | $5,982+183.2% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |