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 | $64,381 | $157,256-59.1% | $141,162-54.4% | $152,861-57.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.14% | 64.32%-41.2pp | 71.39%-48.2pp | 345.32%-322.2pp |
| Employer contribution / active EE | $10,790 | $5,261+105.1% | $4,735+127.9% | $4,762+126.6% |
| Participant deferral / active EE | $13,181 | $7,109+85.4% | $6,709+96.5% | $5,850+125.3% |
| Admin fee / account holder | $219 | $12,120-98.2% | $10,261-97.9% | $11,596-98.1% |