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 | $165,918 | $96,635+71.7% | $86,612+91.6% | $139,434+19.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.54% | 106.41%-86.9pp | 591.07%-571.5pp | 372.94%-353.4pp |
| Employer contribution / active EE | $667 | $3,263-79.6% | $3,022-77.9% | $4,751-86.0% |
| Participant deferral / active EE | $9,333 | $4,836+93.0% | $4,438+110.3% | $6,710+39.1% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |