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 | $163,556 | $118,849+37.6% | $96,562+69.4% | $167,490-2.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 25.88% | 50.49%-24.6pp | 37.78%-11.9pp | 478.56%-452.7pp |
| Employer contribution / active EE | $15,195 | $3,120+387.1% | $2,356+544.8% | $4,837+214.1% |
| Participant deferral / active EE | $13,516 | $4,616+192.8% | $3,849+251.2% | $6,341+113.1% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |