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 | $166,234 | $183,519-9.4% | $155,509+6.9% | $145,922+13.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.34% | 61.17%-34.8pp | 64.67%-38.3pp | 561.29%-534.9pp |
| Employer contribution / active EE | $11,454 | $5,313+115.6% | $4,672+145.1% | $4,660+145.8% |
| Participant deferral / active EE | $9,995 | $6,462+54.7% | $5,626+77.7% | $6,688+49.5% |
| Admin fee / account holder | $92 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |