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 6-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 | $217,922 | $123,909+75.9% | $69,647+212.9% | $145,922+49.3% |
| Participation rate | 88.9% | 69.2%+19.7pp | 66.5%+22.4pp | 80.3%+8.6pp |
| Annual return | 26.16% | 190.55%-164.4pp | 100.48%-74.3pp | 561.29%-535.1pp |
| Employer contribution / active EE | $2,403 | $2,682-10.4% | $1,712+40.3% | $4,660-48.4% |
| Participant deferral / active EE | $11,657 | $4,236+175.2% | $2,886+303.9% | $6,688+74.3% |
| Admin fee / account holder | $190 | $7,863-97.6% | $4,713-96.0% | $13,397-98.6% |