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 | $186,881 | $77,419+141.4% | $69,455+169.1% | $152,861+22.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.6%+5.4pp | 82.4%-2.4pp |
| Annual return | 33.54% | 39.06%-5.5pp | 28.97%+4.6pp | 345.32%-311.8pp |
| Employer contribution / active EE | $17,337 | $3,315+423.0% | $2,779+523.9% | $4,762+264.1% |
| Participant deferral / active EE | $10,400 | $4,414+135.6% | $3,535+194.2% | $5,850+77.8% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |