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 | $199,165 | $127,065+56.7% | $113,168+76.0% | $142,382+39.9% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 20.98% | 24.03%-3.1pp | 24.27%-3.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $6,123 | $3,442+77.9% | $2,975+105.8% | $4,299+42.4% |
| Participant deferral / active EE | $16,500 | $5,716+188.7% | $5,107+223.1% | $6,507+153.6% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |