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 | $172,793 | $114,381+51.1% | $107,525+60.7% | $142,382+21.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 18.11% | 242.71%-224.6pp | 181.32%-163.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $12,268 | $4,015+205.6% | $3,754+226.8% | $4,299+185.4% |
| Participant deferral / active EE | $11,283 | $5,564+102.8% | $5,116+120.6% | $6,507+73.4% |
| Admin fee / account holder | $133 | $9,860-98.6% | $8,919-98.5% | $12,624-98.9% |