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 | $224,880 | $111,754+101.2% | $103,333+117.6% | $145,922+54.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.26% | 24.77%-9.5pp | 24.88%-9.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $8,567 | $4,212+103.4% | $3,868+121.5% | $4,660+83.9% |
| Participant deferral / active EE | $20,598 | $5,619+266.6% | $5,057+307.3% | $6,688+208.0% |
| Admin fee / account holder | $152 | $9,750-98.4% | $8,355-98.2% | $13,397-98.9% |