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 | $223,632 | $202,432+10.5% | $169,368+32.0% | $139,434+60.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.52% | 531.74%-513.2pp | 405.60%-387.1pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,120 | $4,692-33.5% | $4,013-22.2% | $4,751-34.3% |
| Participant deferral / active EE | $19,500 | $6,938+181.1% | $6,221+213.4% | $6,710+190.6% |
| Admin fee / account holder | $20 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |