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 | $219,899 | $159,901+37.5% | $146,958+49.6% | $145,922+50.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.81% | 98.13%-88.3pp | 418.34%-408.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $17,767 | $5,286+236.1% | $4,933+260.2% | $4,660+281.3% |
| Participant deferral / active EE | $10,174 | $8,428+20.7% | $8,070+26.1% | $6,688+52.1% |
| Admin fee / account holder | $228 | $15,044-98.5% | $12,998-98.2% | $13,397-98.3% |