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 8-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 | $202,129 | $115,770+74.6% | $101,248+99.6% | $158,922+27.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.56% | 56.14%-43.6pp | 46.47%-33.9pp | 302.83%-290.3pp |
| Employer contribution / active EE | $11,538 | $4,175+176.4% | $3,660+215.3% | $4,761+142.3% |
| Participant deferral / active EE | $10,055 | $4,957+102.8% | $4,370+130.1% | $5,982+68.1% |
| Admin fee / account holder | $30 | $7,245-99.6% | $5,945-99.5% | $11,246-99.7% |