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 | $191,285 | $133,958+42.8% | $112,228+70.4% | $134,475+42.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.25% | 47.11%-64.4pp | 27.45%-44.7pp | 417.96%-435.2pp |
| Employer contribution / active EE | $24,494 | $4,038+506.6% | $3,635+573.9% | $4,740+416.8% |
| Participant deferral / active EE | $13,512 | $5,291+155.4% | $4,728+185.8% | $6,400+111.1% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |