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 | $67,211 | $107,334-37.4% | $92,893-27.6% | $152,861-56.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.96% | 145.58%-123.6pp | 109.41%-87.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $14,452 | $4,221+242.4% | $3,653+295.7% | $4,762+203.5% |
| Participant deferral / active EE | $8,409 | $4,845+73.6% | $4,236+98.5% | $5,850+43.7% |
| Admin fee / account holder | $14 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |