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 | $114,975 | $210,648-45.4% | $177,989-35.4% | $145,922-21.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.25% | 385.86%-370.6pp | 294.48%-279.2pp | 561.29%-546.0pp |
| Employer contribution / active EE | $6,672 | $4,565+46.2% | $3,949+69.0% | $4,660+43.2% |
| Participant deferral / active EE | $13,634 | $6,958+96.0% | $6,276+117.2% | $6,688+103.9% |
| Admin fee / account holder | $125 | $12,013-99.0% | $10,363-98.8% | $13,397-99.1% |