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 | $119,462 | $209,411-43.0% | $178,490-33.1% | $158,922-24.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 58.19% | 188.75%-130.6pp | 151.07%-92.9pp | 302.83%-244.6pp |
| Employer contribution / active EE | $11,678 | $5,706+104.6% | $5,011+133.1% | $4,761+145.3% |
| Participant deferral / active EE | $11,179 | $5,954+87.7% | $5,202+114.9% | $5,982+86.9% |
| Admin fee / account holder | $261 | $17,074-98.5% | $13,984-98.1% | $11,246-97.7% |