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 | $243,418 | $201,272+20.9% | $184,203+32.1% | $145,922+66.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.09% | 29.00%-5.9pp | 28.81%-5.7pp | 561.29%-538.2pp |
| Employer contribution / active EE | $14,592 | $7,022+107.8% | $6,427+127.0% | $4,660+213.2% |
| Participant deferral / active EE | $17,520 | $9,806+78.7% | $9,131+91.9% | $6,688+162.0% |
| Admin fee / account holder | $45 | $16,364-99.7% | $13,901-99.7% | $13,397-99.7% |