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 | $186,564 | $109,982+69.6% | $97,226+91.9% | $145,922+27.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.79% | 242.90%-229.1pp | 75.13%-61.3pp | 561.29%-547.5pp |
| Employer contribution / active EE | $18,767 | $3,084+508.5% | $2,729+587.7% | $4,660+302.7% |
| Participant deferral / active EE | $15,750 | $4,676+236.8% | $4,264+269.4% | $6,688+135.5% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |